Data analysis industry investment memo

Market overview, risks, and competitive landscape

Leon LinMar 27Comment 4Share

Note to readers: Does anyone need clubhouse invites? I keep forgetting to ask; have extra and not using them1

I had to put together some analysis on the data pipeline industry recently, and thought I should share it out. We’ll go through:

  1. a market overview,

  2. risks,

  3. companies involved at each stage

1. Market overview

The data pipeline industry has a TAM of >$1…

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