Hot in Enterprise IT/VC - What’s 🔥 in Enterprise IT/VC #399
What’s 🔥 in Enterprise IT/VC #399Crossing the valley of death at boldstart, 28 years of inception investing in the enterprise captured in 100 minutes on The Peel PodcastIf I could encapsulate some of my learnings over 28 yrs in 100 minutes, this is the one to watch or listen to. Turner Novak (Banana Capital) took me back to the Valley of Death for boldstart ventures, how we made it through, why an amazing + supportive wife/partner is 🔑 to starting anything, + I even got to share lots of my 👴🏼 sayings and frameworks on Inception investing and boards. 🙏🏼 for one of the most fun + in depth conversations I’ve had in venture + startups. Watch below. Or listen in on Apple Podcasts
and Spotify
Outline here from Turner’s tweet with timestamps:
As always, 🙏🏼 for reading and please share with you friends and colleagues! Scaling Startups# I highly recommend watching - some great advice for startups; my take revolved around getting those first 10 in the office to get shit done fast, focus on solving fundamental problems vs chasing what VCs think is cool, and raising the right amount of capital
#Greatness - What Michael Jordan and Kobe had in common according to their trainer (from David Senra, Founders Podcast):
#rarely does one get a look at investor presentations, 👇🏼 this from Thoma Bravo software buyout fund is a must read, some amazing consistent performance 🤯 - full PDF presentation here #❤️ this from Josh Miller, CEO of the browser company - this spread virally this week and a reflection of all the AI hype videos with no product, we have to change + hype on shipping and not just ideas - read 🧵
#Time is not your friend when it comes to closing deals… #great video interview with Rahul Vohra, Superhuman, on how the company value of delighting customers translates into culture Enterprise Tech#one of best launch videos I’ve seen in awhile, super inspirational from Superhuman, a portfolio co #great read from David Cahn at Sequoia - AI’s $600B Question - The AI bubble is reaching a tipping point. Navigating what comes next will be essential.
#lest we forget, still a long way to go #this blew up on Friday - why not to use LangChain when building agents… #Brian Halligan, co-founder of Hubspot, on where value accrues in AI. I for one do believe there is a ton of value at app layer as the infrastructure gets commoditized, but I don’t agree with him that it is similar to Hubspot as market and times are different than 2006. We have something called incumbents who are smart and already cover every single vertical that Brian is referring to when it comes to LLM wrappers. IMO, the opportunity is not adding LLM wrappers but to rethink what can be done fundamentally with AI-native apps first, for example, Perplexity is pretty cool when it comes to reimagining search, and can’t wait to tell you more about what’s in our boldstart portfolio in stealth as well! Any how, check out the comments by clicking the tweet as it’s a lively conversation. #HeyGen platform to create life-like video avatars for sales just raised $60M at a $500M valuation and revenue is at $35M (Bloomberg)
#The best-funded generative AI startups in Europe have something in common: Big Tech experience (CNBC)
#Are some CISOs incentivized to buy certain cybersecurity products? Interesting take from Robert Hansen citing CTech article
#another OpenAI case study for a boldstart portfolio co; this one for Clay which is reinventing sales prospecting
# what is infrastructure as code and how do you automate it? Check out this visual and explainer from Env0, a portfolio co. Wait till AI starts automating even more of this! Markets#🤯 There are 3,000 less publicly traded companies today vs. 1996!
#from Clouded Judgement, median Net $ Retention of the cloud software world is now 110% with top decile at 120% and top quartile at 115% #🤔 Nvidia’s Ascent to Most Valuable Company Has Echoes of Dot-Com Boom (WSJ)
#don’t forget China when it comes to AI #Huntress is delivering in the cybersecurity market as it just raised $150M at a $1.5B valuation. SMEs are notoriously hard to sell into even though a massive market but Huntress MSSP provides a 24/7 SOC to allow SMEs to deploy managed detection and response for endpoints and identities in minutes. Given that it’s almost at $100M ARR, we’re looking at 15X trailing and assuming slower growth to 50% and $150M of ARR NTM, it’s 10x forward multiple.
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Older messages
What’s 🔥 in Enterprise IT/VC #398
Saturday, June 15, 2024
The 5 Ps of Inception Investing + outworking your competition from Tom Brady & Roger Federer ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #397
Saturday, June 8, 2024
The death of hypergrowth + high growth publicly traded enterprise software cos = Opportunity? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #395
Monday, June 3, 2024
A walk down memory lane - AI + Intelligent Automation circa 2017 + now, Gartner Hype Cycle from 2019 vs. 2023 - this stuff takes a long time! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #396
Monday, June 3, 2024
Enterprise software & AI - the future is already here, it's just not evenly distributed ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #394
Saturday, May 18, 2024
Let's go - great to see developer first infrastructure startups like Vercel + Harness cross the $100M ARR mark - what's next? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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