The Cloud Factor

Christopher Heberlein
A Bi-Weekly Newsletter For Data-Driven Tech Investors
Created 16 Jan 2021
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  • The Grande Butterfly
    26 Sep 2021 • 8 min read • 1 0
    Happy Sunday 👋 If you’re reading this but haven’t subscribed, join our growing community here 👇 Subscribe now Last Monday, stock markets around the world had their worst day in half a year just to r...
  • Datadog
    12 Sep 2021 • 17 min read • 1 0
    Happy Sunday 👋 if you are new, welcome and feel free to join a growing list of subscribers here 👇 Subscribe now Q2 earnings season is over. One of the best performing companies with a strong surpris...
  • Metaverses
    29 Aug 2021 • 22 min read • 1 0
    Happy Sunday ☀️ if you are new, welcome and feel free to join a growing list of subscribers here. Today is about metaverses, a topic that has been very a lot in the headlines recently. Executives acro...
  • Axie to Infinity
    15 Aug 2021 • 4 min read
    Hi all 👋 heads-up: I will be switching to a bi-weekly cadence, as I am following several interesting technologies and companies on which I want to dive deeper and write up analyses without sacrificin...
  • New Rules, New Opportunities
    08 Aug 2021 • 8 min read • 1 0
    Hi all 👋 hope you’re doing well! A lot is going on recently. Stock indexes are at all-time-highs. New money continues to flow into the economy at a record pace. Inflation is accelerating but economic...
  • Robinhooooooboy
    01 Aug 2021 • 2 min read • 1 0
    Hi all, hope you’re doing well! We were on a short summer break so this week’s newsletter is a little shorter than usual. Next week, we will discuss the current situation in the Chinese stock market: ...
  • I might pump, but I don’t dump
    25 Jul 2021 • 4 min read • 1 0
    Hi all, On Thursday, a large share of the internet dropped offline. The outage hit some of the most popular sites, apps and services including Airbnb, Amazon, AT&T, British Airways, Capital One, Costc...
  • Clouds Need Growth
    18 Jul 2021 • 5 min read
    Happy Sunday ☀️ Last week Richard Branson flew to space on his Virgin Galactic rocket plane and safely returned. Leaving aside all the gossip and definition of where “space” begins, the flight is a gr...
  • The (Real) VC Hockey Stick
    11 Jul 2021 • 5 min read
    Happy Sunday ☀️ Q2-21 has ended setting a range of new records in the venture capital world. The facts that Tiger Global averaged 1.3 VC deals per day (!) and that 136 new unicorns were created this q...
  • Bill.com
    04 Jul 2021 • 13 min read
    Happy Sunday ☀️ if you are new, welcome and feel free to join a growing list of subscribers here. This week’s special: One company has been grabbing my attention for a while due to its astronomical va...
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