Today, we are previewing a new public market index - the MAD (for machine learning, AI and data) index. Readers of this blog know that we have been tracking the data ecosystem since 2012, through annual landscapes (see the 2020 Data & AI Landscape). Over the last few years, a funny thing h| Matt Turck
The world’s largest Big Data and AI community, with over 20,000 members who gather monthly in New York City to learn from Founders, CEOs, and CTOs.| FirstMark
The Palantir S-1 is a long and meaty read, and a pretty fascinating one considering the company was highly secretive, and often controversial, for so many years. It is also written in a very opinionated style: the newly Colorado-based company takes aim at Silicon Valley and is not exactly charitabl| Matt Turck
The Snowflake IPO is shaping up to be particularly exciting. Their S-1 shows very impressive metrics across the board, including explosive revenue growth at scale (growing 174% annually to $264.7 million for the fiscal year ended January 31, 2020), and “land and expand” motion (169% net revenue ret| Matt Turck
A member of our Emerging MAD Index of companies on their path to an IPO, Confluent is a very interesting company in a strategic part of the data space, providing infrastructure for real-time data streaming - what it nicely calls "data in motion", in contrast to the world of batch processing or "data| Matt Turck
For anyone following the software industry, there’s been a little bit of snark about C3.ai ("C3") over the years. Here’s a company that was founded by Silicon Valley royalty (Tom Siebel, who sold Siebel Systems to Oracle in 2006 for just shy of $6B), with seemingly limitless access to capital, that| Matt Turck
Is this it? Are we back? Everyone in the startup and venture world has been waiting for months for the re-opening of the IPO window. After a record breaking 2021 (1035 IPOs, beating the previous record of 480 in 2020), 2022 saw a dramatic decline (181 IPOs) and 2023 so far has not been much better.| Matt Turck