The DataStory | Justin Evans | Substack

The DataStory

A newsletter about innovating with data and AI.

By Justin Evans

· Over 6,000 subscribers


HOW TO MAKE DRUGS WITH AI

Case Study: Isomorphic Labs, a $2.1B Spinoff of AlphaFold

Jun 17 • Justin Evans


INNOVATION MONITOR: JUNE 2026

Data is king; predicting cancer with a blood draw; fixing customer service (at last)

Jun 9 • Justin Evans


SPOILER ALERT: AFRESH CASE STUDY

Or, How to Save 500 Billion Bananas with Data

Jun 2 • Justin Evans


CASE STUDY: AVOCA AND VOICE-TO-DATA

Plumbing, HVAC and Electrical get their AI moment with $1B startup Avoca

May 26 • Justin Evans


CASE STUDY: SELLING B2B... ACTIVELY

Actively's $45MM Raise Shows the Value of Latent Data

May 20 • Justin Evans


DATA & AI TRENDS May 2026

We enter AI 2.0, a data replica of the planet, new markets for old molecules

May 14 • Justin Evans


CASE STUDY: WHOOP

A $10B Wearables Valuation Gets Our Pulses Pounding About Biometrics

May 7 • Justin Evans


THE AI SANDWICH

My take on the emerging structure of AI and data companies.

Apr 30 • Justin Evans