🏈 Noteworthy Bits

The New Gatekeepers from Benedict Evans

Benedict Evans produces an annual presentation covering the major tech trends for the year. The 2023 edition was just published.

A very simple slide, but a helpful reminder that puts into perspective the massive impact the internet and the declining cost of compute have had in connecting the global population.

No-Code / Low Code Market Map from Base10 Partners

“No-Code and Low-Code tools enable more avenues for automation across several verticals / use cases. Base10 has been following this trend for a few years now. The space is maturing & there's more opportunity than ever for business users that want to take advantage of this tooling.”

Investing in Software Infrastructure Businesses by Jamin Ball

This Twitter thread from Jamin Ball breaks down the different software infrastructure stacks. These are essentially the software components businesses use to gather, analyze, and put into action the data generated by their business. Click on the link above for the full thread.