We couldn’t have said it better ourselves. We’re living in a special time; we have the compute, funding, and expertise to augment wide swaths of knowledge work using foundation models (also referred to as large language models or LLMs in NLP use cases). But despite their near-magical characteristics, foundation models aren’t yet ready for primetime.…

There are two big movements in infrastructure software. One is open source, epitomized by Confluent and Mongo. These are projects that often incubate in large companies, or as hobbies for their talented founders, before blossoming into independent companies.  The other is “serverless”, which asks engineers to accept closed-source in exchange for ease of use, infinite…

“We should partner with […]. They come up in 70% of our sales calls.” That’s what the new COO at one of our companies told us last week after her second week on the job. It stuck in my mind because only a few years back, it would have been impossible for her to know…