Archive - Selina's Stack

The Rise of Systems of Consolidation Applications

A new class of applications aggregating across enterprise data sources is becoming the most valuable software layer yet.

Jun 10 •

April 2025

The $10B+ Opportunity in Healthcare Provider Revenue Cycle Management (RCM)

A critical layer of the US healthcare ecosystem that stands to reap massive benefits from AI innovation and automation.

Apr 3 •

February 2025

The Diamond Age of Voice AI Applications

Recent improvements in voice AI unlock new possibilities for applications and use cases.

Feb 3 •

December 2024

Mega Growth vs. Venture at Scale Deals

As venture backed companies stay private for longer and IPO activity remains low, a new class of private companies are raising funds at $10B…

Dec 20, 2024 •

Scaling Smarter: The Growth of Serverless Compute

The growth of usage based pricing and gen AI are bringing serverless capabilities to the front and center of purchase decisions and product roadmaps.

Dec 9, 2024 •

October 2024

Structured Family Caregiving: The Future of Affordable Senior Care

An overview on how structured family caregiving could play a role in decreasing total healthcare costs and opportunities for new entrants.

Oct 21, 2024 •

August 2024

The CCA Program and Anduril’s Role

A deep dive into the most important contract for the US's most important defense company.

Aug 5, 2024 •

August 2021

Coursera S-1 Breakdown

Company Overview

Aug 4, 2021 •

July 2021

Noom | company valuation

Noom is a weight loss mobile app.

Jul 21, 2021 •

7 Powers by Hamilton Helmer | Book Summary

I would highly recommend everyone read this book from cover to cover, but here is a quick summary of the key points, with Netflix as an example for…

Jul 20, 2021 •

Ramp | A bull case summary

As one of the hottest startups in 2021, I figured it may be interesting to share some thoughts around why they have been able to grow so fast in such a…

Jul 20, 2021 •

iBuying Industry | Opendoor vs Zillow

iBuying Industry Overview

Jul 20, 2021 •

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