The hottest Substack posts of thomaswdinsmore

And their main takeaways

What's Next for SAS? (Again)

199 implied HN points • 02 Jun 24
💼 Business Companies IPO Leadership Finance Growth
  1. SAS founder Jim Goodnight faces a transition in leadership and ownership as he's 82 with no children engaged in the business.
  2. Options for SAS's future include selling to employees, a corporate buyer, or private equity investors, all of which may lead to restructuring.
  3. Despite initial plans to go public, SAS has faced challenges with growth and profitability, leading to multiple delays in the IPO process.

Notes on Dataiku

1 HN point • 12 Jun 24
🕹 Technology Data Analysis Artificial Intelligence Machine Learning Tech Partnerships
  1. Dataiku is preparing for a potential exit, possibly an IPO, evidenced by recent investments and new executive hires.
  2. Dataiku focuses on business users with its analytics platform, leveraging partnerships with big data players like Databricks and Snowflake.
  3. While Dataiku shows growth in revenue, its capabilities in machine learning and generative AI, like Hugging Face models, are not as robust, and they partner with other companies for these advanced technologies.