A Cava (NYSE: CAVA) Food Illness Outbreak is Not a Black Swan, But a Pink Meatball: A Near…
Cava is unique among fast casual chain peers in how it prepares and cooks ground meat. Undercooked ground lamb meatballs, expansion into…
Lauren Balik
Cava (NYSE: CAVA) is the Next Chipotle, But It’s the Chipotle of 2015
Cava is headstrong on storefront growth at the cost of health and food safety standards, a combination that did not end well for Chipotle…
Did Klaviyo (NYSE: KVYO) Hustle Revenue Growth Leading Up to IPO?
Disclosure: I have taken positions short the equity of Klaviyo (NYSE: KVYO).
Hightouch is Just Blindly Copying Rudderstack
Move fast and steal things?
Open Letter to the Board of Directors of GitLab Inc. (NASDAQ: GTLB)
September 25, 2023
NRR Rules Everything Around Me
Lessons from the Last Few Months of NRR Adventures on the Data Cloud
dbt Cloud’s New Pricing Model: The Sinister Phase II
Why dbt Cloud Customers Should Betray Other dbt Cloud Customers in the Game Theory of SQL Bloat
Don’t Do Accounting in dbt Cloud
Andreessen Horowitz and their VC cartel are setting up Pickett’s Charge of cloud data workloads. It’s up to you to hold the high ground.
The Great Cloud Data NRR Squeeze is Going Swimmingly
Last month, on April 19, dbt Labs published “The Next Big Step Forwards for Analytics Engineering,” a rambling, jargon-laden puff piece…
Fivetran Puts the Customer Last
Stop letting venture capital politics and consumption attribution games dictate how you design data infrastructure
Customer Empathy is Dead
A line in the sand is drawn. Imaginationland is on one side. Customers, the FTC, and hedge funds are on the other.
It’s Time to Dump Data-in-a-Box Companies Like Baremetrics and ChartMogul
Data-in-a-box companies are going out of style like bell bottom jeans and mood rings. There are easier ways to manage your data.