Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape for the modern data stack that requires open-source instead of close-source SaaS productivity tools.
* Early innovators have experienced bumpy rides towards IPOs and commercial success. Due to substantial changes, business models and collaborations across the value chain are now more efficient and mature.
* As the open-core business model is proving successful, we are seeing next-gen startups emerge at rapid r
