Hacker News: mattturck

New comment by mattturck in "Show HN: HelixDB – Open-source vector-graph database for AI applications (Rust)"

mattturck — Thu, 15 May 2025 00:45:03 +0000

I don't think that's all the general consensus

New comment by mattturck in "Build your own SQLite in Rust, Part 5: Evaluating queries"

mattturck — Fri, 21 Feb 2025 18:55:02 +0000

Benchmarking is here: https://surrealdb.com/blog/beginning-our-benchmarking-journe...

New comment by mattturck in "Mad (ML, AI and Data) Landscape"

mattturck — Mon, 01 Apr 2024 21:10:15 +0000

The OG market map of Data/AI returns for its TENTH year (2,011 logos in total vs 139 back in 2012)

+ 24 themes we're thinking about in 2024, including:

* Is the Modern Data Stack dead? * Consolidation in data infra * Checking in on Databricks vs Snowflake * The Rise of the Modern AI Stack * Where are we in the AI hype cycle? * Experiments vs reality: was 2023 a headfake? * LLM companies: maybe not so commoditized after all? * What's interesting: AI agents, edge AI * Is Traditional AI dead? * Is Generative AI heading towards a plateau? * Is NVIDIA overvalued? * Open source AI: too much of a good thing? * Is AI going to kill SaaS? * Is AI going to kill venture capital?

Mad (ML, AI and Data) Landscape

mattturck — Mon, 01 Apr 2024 21:10:15 +0000

Article URL: https://mattturck.com/mad2024/

Comments URL: https://news.ycombinator.com/item?id=39899384

Points: 5

# Comments: 1

New comment by mattturck in "The great VC pullback of 2022"

mattturck — Fri, 29 Apr 2022 19:39:56 +0000

Thanks both for a thoughtful discussion.

Just one important nuance -- VCs like me who come in early and stay with portfolio companies for 5-10 years are both on the "buy" and "sell" side of the market.

So yes, a slower VC funding environment does impact valuations favorably for VCs, for net new investments (the "buy" side), so I'm talking my book to some extent.

BUT net new investments is only a part of the job (<50% for sure) for a VC like me. Most of my time is spent working with my existing portfolio (sitting on boards, etc). And a harsher environment is bad news for my existing portfolio (and/or anyone's portfolio), and me (and/or investors like me) as a result. Like a lot of VCs, I've looked like a "genius" for the last couple of years as many of my investments became unicorns, with huge paper markups. Now it's likely that the pace of markups is going to slow down significantly. Perhaps we're entering a world of flat valuations - or even downrounds? No markups is not a good look for VCs - makes it harder to raise the next funds, etc.

So yes, in the long term, it's good for VCs if we're able to invest in (the right) companies in the 2022-2023 cohort at lower valuations. But that will take 8-10 years to manifest into concrete results, by the time those companies become very big. In the meantime, VCs won't have a lot of fun navigating a flat round/downround environment (if it does indeed materialize) with their existing portfolio.

New comment by mattturck in "[dead]"

mattturck — Tue, 08 Jun 2021 23:52:25 +0000

Confluent, Kafka, and the real-time data opportunity: a quick analysis of the S-1 ahead of Confluent's IPO.

New comment by mattturck in "[dead]"

mattturck — Tue, 06 Apr 2021 14:53:07 +0000

The ML, AI, and Data stacks are all in early days compared to the broader software stack. We were curious about how the small but growing number of public companies in these stacks have performed compared to the broader market, so we created a new public index. Introducing the MAD Public Company Index...