Hashicorp is well positioned to take advantage of the multi-cloud era with first-mover advantage in their markets and differentiated products that integrate incredibly well with each other
Rocket lab has high barriers to entry, a huge market opportunity, and phenomenal leadership with Peter Beck(talented at Engineering, People, Vision & Business)
SentinelOne is set up for success with a long runway, hypergrowth, excellent execution, high sales efficiency, and being founder-led with a never-ending mission to change cybersecurity.
Brilliant Earth is a mission driven brand, founder led, disrupting the global incumbent jewelry market
We look at how Palantir is building Enterprise Software Platforms to solve the hard problem of Data Analytics, Software Development, and Delivery and look through a lens of Qualitative analysis Why Palantir is well-positioned for success in this decade.
Hims is a highly differentiated consumer healthcare brand that is vertically integrated, highly efficient, and creative in marketing, differentiated, and pioneering the pathway towards truly affordable and accessible healthcare.
Freshworks is the OG PLG pioneer and their underlying Neo platform will power high growth for them for the next decade. They have an incredibly differentiated culture, team, mission, and strategy that I believe will lead to huge success.
Asana is critical for business success and powering a competitive advantage for their customers. They have a strong moat with network effects and switching costs along with a strong vision, culture, and team.
Amplitude is empowering customers to make data-driven product decisions and is set up for success with an innovative team, culture, technology, and strategy.
Samsara is an IoT monopoly with rapid innovation, product cadence, and customer feedback loops coupled with a strong strategy and moat making Samsara a truly exceptional business