The best starting point for understanding private tech companies. Powered by @contrary. Subscribe to our newsletter below:research.contrary.comJoined March 2022
Happy anniversary to Contrary Research.
As incredible as the last three years has been seeing the rise of what we've built, I can honestly say we're just getting started.
There's at least a half dozen things cooking that are changing the game. Stay tuned!
Happy anniversary to Contrary Research.
As incredible as the last three years has been seeing the rise of what we've built, I can honestly say we're just getting started.
There's at least a half dozen things cooking that are changing the game. Stay tuned!
This week, Contrary Research turned 3!
In the last three years, we've covered 500+ companies, written dozens of industry deep dives, and grown to 100K+ subscribers.
Looking back, you can see our research map to the market.
From IPOs across Instacart, Reddit, ServiceTitan,…
It's happening! The US Government, now Nvidia.
If @a16z is getting involved on the cap table of America's TikTok, it seems like they ought to get involved on the cap table of America's Foundry too.
It's happening! The US Government, now Nvidia.
If @a16z is getting involved on the cap table of America's TikTok, it seems like they ought to get involved on the cap table of America's Foundry too. https://t.co/UghwkFF9MN
Excited to see my framework on AI roll-ups included in @Contrary_Res Vertical AI playbook w/ @kwharrison13
Their work consistently sets the bar for thoughtful analysis in VC. Honored to be part of the conversation.
[NEW DEEP DIVE] - THE VERTICAL AI PLAYBOOK
AI rollups are all the rage. But why? Because AI will only succeed if workflows evolve around it.
This deep dive unpacks the playbook for either (1) selling software, (2) buying incumbents, or (3) building new AI-native incumbents.
144K Followers 3K FollowingEquity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
97K Followers 2K FollowingWriter | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
35K Followers 1K FollowingFounder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research | Ex AI PM.
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Spanish account: @InvEnCalidad
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25K Followers 6K FollowingIndependent consultant, EIR at Balderton Capital, author of Kellblog, and co-host of The Metrics Brothers podcast. See https://t.co/K5cEjvragn for disclaimers.
2K Followers 6K FollowingWe welcome a new era, leaving an old unjust unipolar world behind; a multipolar world wherein every country is equal & sovereign, respected & truly independent.
88 Followers 557 FollowingMarket insights. Smarter investments.
We are a leading financial firm dedicated to helping clients achieve their goals in trading and investments.
84K Followers 1K FollowingAltimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
144K Followers 3K FollowingEquity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
35K Followers 1K FollowingFounder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research | Ex AI PM.
54K Followers 698 FollowingHypergrowth investor doing research into the tech behind the SaaS. Now with a premium newsletter, plus free articles monthly. -muji
26K Followers 5K FollowingAuthor of Apple in China — named among the best books of 2025 by The New York Times, The Economist, & New Scientist. https://t.co/oRf85hTwOq 🇨🇦
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6K Followers 753 FollowingEarly-stage generalist VC ll Formerly @LererHippeau & others ll Partnering with incredible founders doing hard things ll Typos or it's Ai
141K Followers 2K Followinghelping the creative world make ideas happen. partner @a24 / founder A24Labs; founder of @Behance, bod @atlassian, author, angel investor, product obsessive.
728K Followers 4K FollowingWrite on business with @workweekinc. Building a privacy-first AI research app (https://t.co/fZ5ObIy3Ra) and LLM API management platform (https://t.co/VTMMh1UFSj)
16K Followers 885 FollowingTechnical PMM @dMatrix_AI. I also run a blog called Supervised. Recovering data analyst, math @UNC. Prev: Sr. Data Analyst @Pluralsight, blogger @TechCrunch.
6K Followers 315 Followingthe world's most advanced platform for collaborative analytics and data science. Create a free account 👉https://t.co/ejDVlOl1RP
3K Followers 974 Followingco-founder and CEO of Hex (https://t.co/hbgguInF1h / @_hex_tech) - former @PalantirTech @formationbio - personal site: https://t.co/c38nDG5Dfl
369K Followers 8 FollowingVercel provides the developer tools and cloud infrastructure to build, scale, and secure a faster, more personalized web. Creators of @nextjs, @v0, and @aisdk.
46K Followers 3K FollowingFounder + author of Newcomer – a startups and VC newsletter & events company.
Host summits, including Cerebral Valley AI Summit.
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