The CODEW (@tcodew) header
The CODEW (@tcodew) profile picture

Independent tech intelligence publication covering AI, cloud, cybersecurity, software & Tech M&A. Home of the Build vs Buy series and in-depth company profiles.

Earth
Joined January 2009
OWC's 2026 Holiday Gift Guide is live! From lightning-fast portable SSDs to Thunderbolt 5 connectivity and media workflows, here is what storage professionals and creators need on their radar. Read the breakdown ⬇️ thecodew.com/2026/10/storage… #DataStorage #SSD #TechNews #Hardware
11
Amodei: "pace the frontier." Huang: "run as fast as you can." Same keynote stage. Same week. $1T in AI investment on the line. Question that actually matters: does a training slowdown even touch the $700B+ infrastructure buildout? thecodew.com/2026/09/daily-t…
9
Where is VC going next? $180M → Profound (AI search visibility) $108M → Thatch (healthcare) $40M → AIUC (AI agent safety) $200M → Factory (AI coding agents) $2B+ IPO → Altera The bottleneck isn't models anymore. It's what's built around them. thecodew.com/2026/09/startup…
17
Your sales deck is not your company brochure. We break down how to build an SMB sales deck that actually converts — structure, data viz, async selling, and where Visme fits ($12.25-$24.75/mo). Read → thecodew.com/2026/09/how-to-…
37
Perplexity tripled ARR — $250M to $750M+ — in eight months. The thesis: search's unit of value is shifting from clicks to citations. Why the publisher economics still don't add up, and why this looks like fragmentation of search — not replacement. thecodew.com/2026/09/startup…
6
Defense tech VC funding hit a record $49.1B in 2025 — nearly double 2024. Anduril doubled its valuation to $61B in 11 months. Saronic went from $4B to $9.25B in a year. The new playbook: software-defined hardware, not cost-plus contracts. thecodew.com/2026/09/rise-of…
8
ElevenLabs turned voice cloning into a multi-hundred-million-dollar AI audio category. 🎙️ Can specialized voice startups defend their moat against multimodal foundation models? A breakdown of @tcodew latest startup intelligence report 👇 thecodew.com/2026/09/elevenl…
9
AI workloads are pushing traditional storage infrastructure to its limits. 🔹 High-throughput storage arrays accelerating AI pipelines 🔹 Automated lifecycle tiering for hybrid & multi-cloud environments 🔹 Cyber-resilient immutable backups thecodew.com/2026/08/storage…
7
Helium 10 vs. Jungle Scout: Which Amazon seller platform actually wins? 🤔 We broke down product research, PPC automation, SEO tools, data accuracy, and enterprise scalability. Read the full breakdown on @tcodew 👇 thecodew.com/2026/08/helium-… #AmazonFBA #Ecommerce #SaaS
🤖 Made with AI
8
Currently planning for the next tracker app for The CODEW
4