Jasmine Lee

Jasmine Lee transitioned from software engineering at Google to analyzing developer tools companies, bringing authentic developer perspective to investment analysis. After earning her Computer Science degree from Stanford and spending eight years building distributed systems, Jasmine understands what developers actually use versus what companies try to sell them. She's deeply embedded in developer communities, following GitHub trends, Hacker News discussions, and Stack Overflow surveys to identify emerging tools gaining grassroots adoption. Jasmine excels at distinguishing between sustainable open-source business models and those struggling to monetize community adoption. She analyzes bottom-up developer adoption patterns, evaluating which tools become indispensable enough to drive enterprise sales. Jasmine was early to recognize containerization's impact, correctly predicted Kubernetes' dominance, and identified the observability category before it became mainstream. Her coverage spans version control, continuous integration/deployment, infrastructure-as-code, monitoring, and the entire DevOps toolchain. She understands that developer tools require product excellence first—no amount of marketing overcomes a poor developer experience. Based in San Francisco, Jasmine brings technical credibility to analyzing this developer-focused software category experiencing explosive growth as software becomes central to every business.