In the tradition of previous quick S-1 teardowns (Snowflake, Palantir, Confluent, Klaviyo, Cerebras, etc), some quick notes on the CoreWeave S-1 from my colleague Aman Kabeer and I. As in prior efforts, this is not meant to be 100% comprehensive (and it’s certainly not investment advice!). The C| Matt Turck
Look up in the sky! It's a bird! It's a plane! It's… an IPO. The Cerebras S-1 filing is interesting in many ways, but certainly one is that, well, it is an (upcoming) IPO in the first place. In a context where tech IPOs have been at an all time low, with a very modest uptick in 2024 (Reddit, Rubrik| Matt Turck
This is our tenth annual landscape and “state of the union” of the data, analytics, machine learning and AI ecosystem. In 10+ years covering the space, things have never been as exciting and promising as they are today. All trends and subtrends we described over the years are coalescing: data ha| Matt Turck