Nandu Anilal writes detailed public research on AI and data infrastructure through Canaan posts and his notes & upside Substack, giving founders unusual transparency into his technical thinking on areas like data engineering and ML observability. He brings direct product strategy experience from Thumbtack's marketplace team and uses a user-research approach to evaluate companies, asking founders about end-user needs rather than just market sizing. Nandu Anilal writes detailed public research on AI and data infrastructure through Canaan posts and his notes & upside Substack, giving founders unusual transparency into his technical thinking on areas like data engineering and ML observability. He brings direct product strategy experience from Thumbtack's marketplace team and uses a user-research approach to evaluate companies, asking founders about end-user needs rather than just market sizing.