I'm a hobbist turned technologist turned investor - as such, I enjoy acting on first principles to conceptualize and build next generation technology companies. Founder: - Kiva Software ('95-'97): early Java Application Server pioneer - acquired by Netscape in 1997 for $180M - Opsware ('99-'06): Datacenter Automation leader - acquired by HP in 2007 for $1.6B - Couchbase ('07- ): pioneer in NOSQL data management - IPO NASDAQ:BASE in 2021 Inception investor: - P*Time: in-memory dbms software - acquired by SAP - foundation of SAP HANA - Terracotta: data caching infrastructure - acquired by Software AG - Cloudera (Nasdaq:CLDR): first "big data" company in the market. - Ambi Robotics: leading edge Ai-enabled warehouse robotics. - Trustero: Compliance automation - Vectara: LLM powered search Currently I am interested in: - understanding how data analytics, data science, and machine learning will impact broader industries outside technology - enabling enterprises to better govern and manage exabyte scale data - helping companies protect itself and its customers from risk and fraud - understanding how to cope with the trillion-device internet