Infrastructure thinking

The investment logic behind Vantage's trajectory from cost-visibility tool to architecture platform.

Why durable function coordination (Inngest, Temporal, others) is a primitive, not a feature — and what that means for the competitive dynamics.

The case for email as a developer infrastructure category with platform dynamics, written around the time of Resend's growth phase.

Data locality is the next hard problem in cloud storage. What the Tigris architecture does differently at the edge layer.

The pattern we've seen across six developer tools investments: individual enthusiasm, team adoption, organizational mandate. Where each stage breaks down.

Before investing in Modal Labs, we mapped the compute layer choices available to ML engineering teams. Here's the analysis.