Investing
Startups & VC
This page captures my thoughts on emerging technology trends, market opportunities, and early stage startups. All perspectives are my own. If you're interested in any of this analysis or want to talk startups, drop me a line — happy to make intros to any of the startups spotlighted below.
Minerva
Minerva's platform makes consumer behavior observable, predictable and actionable. They help go-to-market organizations — both human and agentic — with hyper-granular context on their customers.
Ambusun
Ambusun develops autonomous agents that integrate directly with existing workflows to handle the high-volume, high-complexity tasks that keep administrative staff in firefighting mode.
Query Engines
Exploring Spark alternatives for data processing tools. From storage to compute, identifying technologies that enable performant data transformation for ML use cases. POV highlights Polars and Polars Cloud for enterprises.
January 2026
Data Notebooks
An overview on the market for modern data notebooks like Hex and marimo. This analysis details the productivity multiplier associated with solving Jupyter gaps to accelerate model development for the entire enterprise.
December 2025
Data Annotation Platforms
An overview on the market for data annotation platforms. This analysis details the opportunity associated with establishing high-fidelity ground truth as a core competitive advantage for mission-critical AI systems.
September 2025
New-to-credit population market analysis
An overview on the market for alternative data with respect to new-to-credit consumers. This analysis details the financial opportunity associated with Gen Z and Gen Alpha banking customers.
November 2024
Legal Technology and Generative AI
Thematic research on the impact of generative AI technology in the legal industry. Exploring the technology trends in application software for legal services businesses.
June 2024