Lydia Day

Put together a few thoughts on what we’re seeing across software + AI right now. Feels like we’re still early in what's going to be a major shift. Had a lot of fun digging into this with @loganbartlett & @AdilBhatia

Spent the last few weeks pulling together our thoughts on the state of the software and ai market ahead of our annual meeting yesterday. Obviously a dynamic time with a lot going on so tried to unpack what is happening and our view on the different levels of risk and opportunities. Thank you to my colleagues @AdilBhatia and @lydianday for the hard work on this with me.

The Redpoint InfraRed 100 is now live! This list honors 100 infrastructure innovators who are transforming how businesses scale, secure, and succeed. Check out this year's honorees and dive deeper with the dynamic list and our complete InfraRed Report linked below.

Excited to share our market overview that we presented to our limited partners this week. Obviously an unusual time in the market for a bunch of different reasons and we tried to distill our current thinking into a few dozen slides. Hopefully interesting to people thinking about what's going on in the public and private technology markets. Thank you for the hard-work here from my colleagues @AdilBhatia + @lydianday drive.google.com/file/d/1LfSER6…