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