Jamin Ball is a Partner at Altimeter Capital and the author of Clouded Judgement, a weekly Substack newsletter with 87,000+ subscribers that tracks SaaS valuations, cloud earnings, and operating metrics for founders and investors alike. A Stanford-trained engineer who went from tech investment banking (Morgan Stanley, BofA) to venture (Redpoint Ventures) to growth-stage investing at Altimeter, Ball has built board seats at Airbyte, Clickhouse, dbt Labs, LiveKit, and Prisma, and coined the 'Rule of X' framework widely cited across SaaS finance circles. His writing bridges public market data with private company decision-making, and his 2024 essay on VC misaligned incentives prompted Bill Gurley to call it 'potentially the single most important issue for the entire venture capital landscape.'
Tristan Handy is the co-founder of dbt Labs (formerly Fishtown Analytics), the company behind dbt (data build tool) - the open-source transformation layer that helped define the modern data stack and spawned the analytics engineering profession. Starting with $10,000 of his own money in 2016, he bootstrapped for four years before raising $410M and reaching a $4.2B valuation. Following a 2025 merger with Fivetran, he now serves as Co-Founder and President of the combined entity on a path to IPO. He also writes the Analytics Engineering Roundup newsletter, which has 30,000+ subscribers.
Abdul Ahad is a data consultant and TEDx speaker based in Eindhoven, The Netherlands, with over seven years of experience building data infrastructures for small and medium organisations across e-commerce, insurance, energy, and finance. He is the founder behind KYD Analytics and holds the philosophy of 'Bringing Data and Humans Together' - believing the human element matters more than the tool. In November 2024, he delivered a TEDxEindhoven talk titled 'Why aren't people voting anymore?' exploring how community bonds and incentivisation could revitalise democratic participation. A lifelong learner who codes, consults, and speaks on the stage.
LlamaIndex is a San Francisco-based AI infrastructure company and open-source framework that enables enterprises to build intelligent document agents using large language models. Founded in 2022 by Jerry Liu and Simon Suo, it started as a side project called GPT Index and has grown into a full enterprise platform with products like LlamaParse (agentic OCR), LlamaCloud (enterprise SaaS), and a widely-used Python/TypeScript SDK. With 25M+ monthly downloads, 48K+ GitHub stars, and customers including Rakuten, Salesforce, and 90+ Fortune 500 companies, LlamaIndex is a leading player in the enterprise RAG and AI agent infrastructure space.