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Events
January 2025

A conversation with Yann LeCun, the godfather of AI

Wing partner and head of research Rajeev Chand sat down with Yann LeCun, the godfather of AI and current chief AI scientist at Meta, for a fireside chat at this year's CES conference.

Research
January 2025

Comparing the financials of Databricks and Snowflake

Last week, Databricks raised a massive $10 billion Series J, during which they also disclosed some high level financials of their business. This, coupled with Snowflake being public, gives us the opportunity to compare the financials of these two, as I’m sure every growth fund that looked at the Databricks round did.

Firm News
December 2024

Cohesity and Veritas: A landmark partnership comes to fruition

The closing of this deal isn't just a culmination of years of hard work; it's the beginning of an exciting new chapter in data security and management.

Perspectives
December 2024

ServiceTitan's IPO: A Deep Dive

ServiceTitan, the $772M ARR vertical SaaS leader for the trades industry, files for IPO. With 24% YoY growth, strong retention, and improving margins, it's poised to disrupt the $13B market. However, complex share conversion agreements add intrigue to the IPO timing and valuation.

Perspectives
November 2024

AI’s impact on software: disruption or expansion?

Software vendors face a pivotal moment as AI capabilities advance, with competing visions of either their decline through democratized development or explosive growth through AI-powered automation.

Perspectives
November 2024

AI growing faster than SaaS

Stripe's data shows AI startups reaching $1M revenue 4 months faster than SaaS, and scaling to $30M five times faster. Yet AI faces higher compute costs out of the gate. Does AI still have the advantage?

Perspectives
October 2024

Five key learnings from Google’s antitrust ruling

The recent antitrust trial against Google pulled back the curtain on some of the company’s business practices, revealing how they created an insurmountable advantage over Google’s competitors.

Perspectives
October 2024

Open-source versus proprietary AI models: The new frontiers of AI competition

The AI industry is at a pivotal moment as open-source models narrow the performance gap with proprietary giants. This shift could reshape how AI is developed, deployed and monetized.

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