The success of companies like Slack, Zoom, and Atlassian in challenging the dominance of Microsoft and Google’s productivity suites accounts for part of this interest, but the rise of remote and distributed teams is the most important secular shift driving the trend.

I’ve identified eight categories here: Messaging, Voice & Video, Calendar & Meetings, Documentation, Project Management, Design, Search & Context, and Low Code/No Code & Internal Tools. Companies across these categories share a melange of the same core customers: knowledge workers, remote and distributed teams, product development teams, and white... See more

Palantir is hot now. The company recently

joined the S&P 500

. The stock is on a tear, and the company is nearing a $100bn market cap. VCs chase ex-Palantir founders asking to invest.