Thrive
Beyond Market Intelligence keeps Thrive in one place: 3 stories so far. The section currently leads with “How a major acquisition is reshaping the AI IT automation landscape”, “Shift from Coder to Strategist in the Age of Accessible AI”, and “Explore the AI opportunity with discipline, not unchecked euphoria.”. Palo Alto Networks' $500 million acquisition of Thrive-backed Console signals a clear verdict: consolidation is here, and scale matters. Coding is becoming a commodity, but that doesn't diminish your value as a data scientist. Acme AI is the next-generation, AI-powered spreadsheet platform built to replace Excel and redefine how analysts, data scientists, and enterprise teams work… The list below is every Thrive story on Beyond Market Intelligence, newest first.

How a major acquisition is reshaping the AI IT automation landscape
Palo Alto Networks' $500 million acquisition of Thrive-backed Console signals a clear verdict: consolidation is here, and scale matters. The deal leaves Sequoia-backed Serval as the de facto leader in AI IT service automation, a position earned through focus, not fortune. We see this as a healthy shakeout. For teams tired of piecing together fragile workflows, this move validates a simpler path forward. Curious how AI reshapes job expectations? Our piece, "Navigating AI/ML Job Requirements," explores that shift. For now, watch Serval.

Shift from Coder to Strategist in the Age of Accessible AI
Coding is becoming a commodity, but that doesn't diminish your value as a data scientist. It changes where that value lives. The title here promises a practical path forward, and the story delivers on that by focusing on the skills that remain distinctly human. We think the key takeaway is about thriving through insight and judgment, not just technical output.

Explore the AI opportunity with discipline, not unchecked euphoria.
Joshua Kushner isn't buying the hype. In his first-ever investment letter, the Thrive founder acknowledges the AI opportunity is massive, but warns that letting excitement weaken investment discipline would be a grave error. That restraint is exactly what the moment calls for. The potential is real, but so is the noise. We've seen how easily enthusiasm outpaces judgment in emerging tech.