Weekly newsletter on technology, startups, and venture capital.

Our portfolio company, Opaque Systems, will host their first summit on the topic of confidential computing in June in San Francisco. Check it out–relevant for any enterprises dealing with sensitive or personal data but still want to do AI on top of these datasets.

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Written by Chris McCann, General Partner @ Race Capital. More about me.

• A framework for using LLMs in production environments + notes from a conf on the same topic. 
• A letter by Don Valentine, of Sequoia Capital fame, in the year 2000 on the state of the market. A lot of wisdom and parallels to today after the excess of 2021.
• Solana released their flagship phone, the Saga, with a secure hardware element built into the phone, simplifying the UX experience for web3. 
• A framework for product-led marketing for growing a user base. Very relevant for infrastructure focused founders. 
• A report on the state of the cloud (spend and vendors) for 2023.
• Perspective on the curiosity phase vs production phase for AI. I’d still argue we are on the cool demo phase moving quickly into real customer implementation phase.

• By Company: Databricks, GoodNotes, Zeet, Polysign, Opaque, Lightning Labs, OtterTune, and more
• By Role: Engineering, Data Science, Product, Design, Operations, Finance, Legal, and more
• By Location: SF Bay Area, New York, London, and Remote
• Browse more open roles across our portfolio at Race Capital's Portfolio Job Board.

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