Hello and welcome to the HHHYPERGROWTH blog. This wiki is to help readers navigate through past content. If you are a Premium subscriber, see the more in-depth Premium wiki.

About the service

HHHYPERGROWTH is not an advisory service, it is an exploration into the product lines and architectures of hypergrowth tech companies, overlaying what the financials are telling us, and where the platforms & mgmt are pointing to next.


  • The best method to access content is via the tags over covered industries & companies. When drilling into a specific one, start at the bottom (oldest content) and work your way up.  [The majority of content since May 2021 is Premium.]
  • If you want to listen to various industry and company takes, see my past podcast and Twitter Spaces appearances.

Highlights of the free coverage include:

Since starting a Premium service, the blog now posts one free piece a month, from the pool of weekly Premium posts. Sign up if you wish to receive this free post via email. Highlights since this transition include:

Since launching in May-21, the Premium service has covered:

  • Recent shifts in cybersecurity, edge networks, data, & observability industries.
  • The product lines and positioning of several hypergrowth tech companies, including Snowflake, Cloudflare, Datadog, Okta, Zscaler, and CrowdStrike.
  • A look at newly public tech companies in those industries as they IPO, such as Sentinel One, Confluent, and HashiCorp.
  • Insights from the earnings reports & events from the companies I follow closely.
  • Educational pieces on certain technologies within these industries, including how modern application architectures work, and what the modern cloud providers are shifting towards.

The Premium service also has a Premium wiki to better navigate the growing body of content and to share my portfolio & ongoing thoughts there as well.

- muji