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David Cahn is a Sequoia Capital partner focused on AI infrastructure, enterprise software, and defense technology. His analysis probes the gap between vast AI capital spending and end-user revenue, clarifying infrastructure dynamics and the demands of startup growth.
Dave Yuan founded Tidemark after fifteen years as a general partner at TCV. His mapping of control points and multi-product sequencing explains how vertical software companies scale, offering a disciplined approach to investing, market analysis, and product expansion.
Daron Acemoglu is an MIT economist studying why political systems make nations prosperous or poor. He argues that institutions outweigh geography and culture, extending that lens to state power, automation, inequality, and the human choices shaping technological change.
Daniel De Freitas co-founded Character.AI after leading Google’s conversational models Meena and LaMDA. His work focuses on making language models sensible, specific, and personal, illuminating how dialogue systems scale and what makes people want to engage.
Dan Robinson is a Paradigm research partner who helped design DeFi mechanisms including Uniswap v3 concentrated liquidity. His identification of Ethereum’s “Dark Forest” frames a central challenge: building cryptographic systems that withstand hostile environments.
Damien Tampling helped scale Xero as Chief Strategy Officer after two decades at Deloitte. He explains how mid-market software becomes a global platform through partnerships and APIs, while treating data as a working tool rather than a trophy.
Cornelius Vanderbilt rose from Staten Island ferryman to steamboat and railroad magnate. His ruthless pursuit of efficiency and consolidation offers a stark study of competition, risk, economic power, and the pragmatism that helped shape modern corporate capitalism.
Colin Zima is a former Looker analytics and product leader who co-founded business intelligence platform Omni. He argues that trustworthy metrics require both a centralized semantic layer and self-serve freedom, uniting data discipline with speed and accessibility.