Semi-Structured

Semi-Structured

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The Bull Case for Braintrust
Braintrust isn't just riding the AI wave, it enables it. We're building the critical infrastructure that will help organizations turn AI from…
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Natty
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So long, dbt Labs, and thanks for all the fish
About three and a half years ago, I wrote an article about my career investment thesis on dbt Labs, and now nearly four years after joining, I find…
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Natty
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What to do when the 409A is changing
My company’s Slack lit up recently because of an announcement that we were going to be redoing our 409A valuation.
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Natty
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Who's really using dbt?
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My (career) investment thesis on dbt Labs
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One-year vesting schedules are probably a raw deal for employees
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How I'm thinking about down rounds and equity during a downturn
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So long, dbt Labs, and thanks for all the fish
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3
Is Snowflake a database?
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The Multiples are Falling!
Hey folks, I don’t know if you’ve heard, but apparently the tech sector’s been having, like, a rough go of it lately. And if you’ve been paying any…
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Natty
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What are your options when you don't have cash to exercise?
Lately, I’ve been increasingly getting asked something along the lines of: “I want to exercise my options, but I don’t have cash to do it. What options…
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Natty
How AMT impacts the startup employee
In my last article, I wrote a bit about my own personal stock exercise strategy in a down market.
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Natty
How I'm thinking about down rounds and equity during a downturn
If you’ve been under a rock lately, you might have missed that the sky is falling throughout the tech world. It’s easy to make money on stock in a bull…
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Natty
Why Instacart's new 40% lower valuation is actually fantastic for employees
Axios, among others, reported recently that Instacart had cut their valuation from $39B to $24B. In reality, lower valuations are actually a good thing…
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Natty
Is Snowflake a database?
Can you have a single database that supports all your workloads? I got asked this question the other day, and it got me thinking...The answer really…
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Natty
The reconciliation bill and the tech worker
The proposed reconciliation bill has teed up major changes to qualified small business stock and how retirement accounts work, and it could mean major…
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Natty
Semi-Structured
Semi-Structured
I’m Natty. I write about the things that interest me, which is typically startups and equity compensation, data, personal finance, and open-source, randomly ordered. My thoughts are semi-structured.

Semi-Structured

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