Alex Mackenzie

Hello! - I'm Alex Mackenzie, a developer & partner @ Tapestry. Below you'll find breakdowns of technical topics, research & pontifications.

Our Investment in Tracebit

"Going From the 'Top 1%' to 100%"

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Restate Primer

Life could do with a little more async/await.

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Malloy Primer

"An elephant on clay feet"

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Hyena Hierarchy Primer

Breaking the Quadratic Barrier

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A Frontend IDE

A frontend convergence

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Zig Primer

Efficient and portable as C, without the "footguns"

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Secure Enclaves Primer

Dance like no one is watching, encrypt like everyone is

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WebGPU Primer

Bringing Back "Serious Software"

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Nix Primer

Containers without containers

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Speaking at eBPF Summit '22

eBPF is Infra++

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Remaking Pokemon Yellow in Godot

Alex used Godot, it was super effective.

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Deno Primer & Isolate Clouds

"node_modules, the heaviest object in the universe"

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Advice Aggregated [Perennial Post]

A perpetually evolving doc of the advice I've received or inherited about the craft of investing.

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Bookshelf [Perennial Post]

Biology - The Song of the Cell - Siddhartha Mukherjee. link Entangled Life - Merlin Sheldrake. link The Gene: An Intimate History - Siddhartha Mukherjee. link

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Common Objects [Perennial Post]

Objects or actions that ~majority of humans have / use / do:

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NYSE Headlines [Perennial Post]

I have found that asking founders what their company's future headline/tagline upon IPO will be is a helpful proxy to assess ambition, market scope, poetic tendencies... etc. What is the lofty vision that they will have achieved. This post is my amalgamation of some of my favourite examples from over the years.

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Reads & Thoughts I Return To [Perennial Post]

A perpetually evolving doc of reads and media I find myself going back to.

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S1 Notes [Perennial Post]

S1s I've particularly enjoyed reading.

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Talent [Perennial Post]

Research & thoughts on talent. Typically inherited by folk much smarter than I.

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Tech Mentioned

When new technologies get mentioned to me, I aggregate them here.

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eBPF Primer

“Some say software is eating the world, I would say that: BPF is eating software”

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Cybersecurity Acquisitions

Thoma Bravo acquired Proofpoint for $12B+ in 2021. - Permira acquired Mimecast for $5B+ in 2022. Thoma Bravo acquired LogRhythm in 2018.

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Cybersecurity History

A perennial document attempting to capture the history of cybersecurity. PRs welcome!

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Developer Tool Acquisitions

A perennial document attempting to capture the history of developer tools acquisitions. PRs welcome!

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Developer Tool Business Models

A perennial document attempting to capture the history of developer tool business models. PRs welcome!

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Developer Tool Metrics

Every (public!) developer tool usage/revenue metric I've come across + sources.

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Gaming Acquisitions

A perennial document attempting to capture the history of gaming acquisitions. PRs welcome!

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Gaming Metrics

Every (public!) gaming usage/revenue metric I've come across + sources.

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Learning Computers

A collection of the best resources, primers and tutorials that I've come across about our mechnical counterparts.

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Security Business Models

A perennial document attempting to capture the history of security business models. PRs welcome!

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History of Software [Perennial Post]

A perennial document attempting to capture the history of software. PRs welcome!

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Federated Learning Primer

"pip install the-worlds-data"

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Accidents of History [Perennial Post]

QWERTY keyboard. - IPOS Dockerfiles Defense prime cost-plus pricing.

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Dev Growth Tactics Aggregated

"It's not even wrong"

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Firm Building Aggregated [wip]

A perpetually evolving doc of the resources I've received or collected about building a venture firm.

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Global Maximums [Perennial Post]

Certain geographies, due to their culture, regulatory environment, infrastructure, etc., lend themselves to comparatively larger opportunities than alternative geos.

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The History of Arbitrage [Perennial Post]

\>> The Kimchi Premium - \>> Susquehanna / Tim Reynolds on the advent of ETFs. \>> Uncovered Interest Arb \>> Triangular Arb \>> Pachinko Arb.

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Industry Indexes [wip]

WIP - Expect end of September.

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A Perennial Request for Startups [WIP]

\>> [2023-01-02] Modern DWH-backed notebooks meet spreadsheet interfaces.

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OpenAI's VPT [wip]

WIP - Expect end of Sep.

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Devtool Market Maps [WIP]

Build Tools - https://mesonbuild.com/

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