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Theory introduces our living 3D market map - a dynamic visualization of startup ecosystems that evolves in real-time. See how we think about the world and submit your startup to be included.

How AI coding tools are enabling anyone to build applications for $20/month, disrupting traditional software development & creating new strategic opportunities for founders.

Another day, another earnings report with accelerating growth from AI. Snowflake earnings yesterday demonstrates yet again the impact of AI on a $4.4B revenue business. Snowflake's revenue has rebounded from a low of 26% to 32% quarter over quarter. ...

AI vendor revenue will double classic software in terms of new bookings this year. This trend is so large it's starting to have second-order effects. MongoDB reported strong Q2 FY'26 results, delivering $591M in revenue with 24% year-over-year growth ...

Netflix invented a new role for their data team : the Media ML Data Engineer. Unstructured data is fundamentally different. It's multimodal & contains derived fields like embeddings, captions, & transcriptions. It's also at least 80% of the world's . ...

The familiar rhythms of work are shifting beneath our feet. For the past fifteen years, we've lived in a strange plateau, standardizing workflows & settling into predictable patterns. The tools remained largely the same, the processes became routine, ...

Surprising data analysis reveals that venture capital & private equity holding periods are nearly identical, challenging conventional wisdom about exit timelines.

On September 4 at 5-9pm PDT in Berkeley, Hamel Husain will be leading a conversation featuring Claire Vo, Greg Ceccarelli, and me talking about how to achieve Mihaly Csikszentmihalyi's flow state with AI. Hamel Husain is a machine learning engineer . ...

Since launching EvoBlog internally, I've wanted to improve it. One way of doing this is having an LLM judge the best posts rather than a static scoring system. I appointed Gemini 2.5 to be that judge. This post is a result. The initial system relied ...

AI coding assistants have rewritten distribution rules overnight, but negative margin economics threaten sustainability. Here's how enterprise revenue concentration offers a path forward.