Data Infrastructure · sub-niche
Anti-entropy sync libraries.
Conflict-free data sync for offline-first apps and local-first software.
One-quarter buildTrickle — one deal per quarter
Why now
Local-first apps are growing — Linear, Figma, and the new AI-native generation all need sync.
What the signal looks like
Repos with CRDT implementations, multi-platform SDKs, and reactive query layers.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- Yjs / Automerge
- Replicache
- ElectricSQL shape
What this displaces
A custom sync layer that breaks on edge cases.
Our build-vs-invest call
Niche but durable. Fund only with prior distributed-systems team. The wedge is a developer SDK that hides CRDT complexity.
Common questions about this niche
- Buyer?
- App developers building local-first products.
- Pricing?
- Per-app SaaS or per-record.
- Defensibility?
- Sync semantics + SDK ergonomics.
More inside Data Infrastructure
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- Real-time feature stores — Feature stores with sub-second freshness for online ML.
- Postgres extension marketplaces — Postgres is now the AI database. The extension ecosystem is the next platform.
- Columnar warehouse alternatives — Snowflake / BigQuery alternatives optimized for a specific shape — cheap, fast, or open.