Hot in Enterprise IT/VC - What’s 🔥 in Enterprise IT/VC #407
What’s 🔥 in Enterprise IT/VC #407Reflections on venture - what founders should look for in Inception investors, the importance of speed for founders as well as investors in winning the best opportunities + other reflections...For some reason this week, a number of my posts were around the practice of venture investing. Despite it being August, the activity at boldstart ventures and the market in general continues to be 🔥 with no days off when chasing the best founders. So let’s start with a few reflections: First, let’s talk Inception investing - a number of founders this past week lamented this exact sentiment shared by Vivek Sodera, co-founder of Superhuman:
As I worked with a couple of our founders this week doing the “Sand Hill Shuffle” now SF Shuffle, I got to witness first-hand the playbook of many multi-stage VCs. All I can say it reiterated this one fact for me - Speed matters for founders...and investors! Some great comments in 🧵 also… Finally, exits are hard to come by but why not dream? Exits like this in the .0001% chance category are what dreams are made of 🛌🏼 - $1m ARR and $2B exit! Read Katie Roof’s excellent Bloomberg which details the drama around the Tabular acquisition. Finally, just a random thought: When my dad emigrated from Korea, the language barrier was quite high with his accent. I remember him going to these weekend seminars from Dale Carnegie, and it always struck me as quite strange, why do I need help making friends? Well, when I graduated from college, my dad handed me his original copy, and I’m so glad that I read it. Here’s a snippet of the key learnings - some of this may seem obvious or even trite but believe me the basics matter! As always, 🙏🏼 for reading and please share with your friends and colleagues! Scaling Startups#winning - startups work like hell, must watch from Eric Schmidt, ex-CEO of Google - btw, the interview was later taken down…love the no holds barred clip #👇🏼💯 #that PMF feeling - so hard to describe but man can you feel it when it’s clicking! Check out comments 🧵 #yes, what are you an expert or geek at - can be anything but love to see the obsessive passion about something and ability to dive deep to build expertise! #🙏🏼 why I ❤️ what I do every single day, get to partner with amazing founders and executives grinding for the ❤️ of it with a deep desire to WIN #take your shot! #hiring your first few enterprise sales reps - remember Order Makers vs. Order Takers (my original post from BeyondVC circa 2005 still applies!) Enterprise Tech#Ramp’s State of AI spending from Eric Glyman, co-founder and CEO - great report and here are some highlights
#Forbes Next Billion Dollar Startups - congrats to portfolio company Clay! (full writeup on Clay’s story on the 6+ year journey to PMF here in What’s 🔥 IT/VC #400) #1000% - the future of seat-based pricing will be challenging but at same time no one is ready yet to go 100% outcome-based pricing either #more from Eric Schmidt in the interview that was later taken down since it was too frank (The Verge)
#there is real value in GenAI delivering real results in the F500 #How are Shopify’s engineers using AI from Farhan, VP Eng #future of software dev? #this is huge…esp as Anthropic continues to gain market share against OpenAI - read 🧵 - speed and huge cost advantage #what’s next in the YC batch? Lots of ideas in 🧵 but frankly I’m still scratching my head about why folks are so excited as not sure of what LT moat is… #You know my mantra, “There is no AI in the enterprise at scale without AI security” - well, it’s now a board level concern (WSJ)
#Black Hat security recap from cybersecurity analyst Francis Odum - great read
#this will only get worse, deepfake audio and video phishing and the tech is making it easier and easier for hackers to deliver #💯 # Uber with $2B IT budget - what do they spend it on? Markets#VC returns over 10 years still trump all else #Pay to play back in VC deals (Axios) What's Hot 🔥 in Enterprise IT/VC is free today. But if you enjoyed this post, you can tell What's Hot 🔥 in Enterprise IT/VC that their writing is valuable by pledging a future subscription. You won't be charged unless they enable payments. |
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What’s 🔥 in Enterprise IT/VC #406
Saturday, August 10, 2024
The race to be the last mile AI platform for enterprises - lessons from Palantir's Bootcamp model (BLG is the new PLG), Glean, and others... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #405
Saturday, August 3, 2024
$2.9 Trillion wiped out in stocks, $1 Trillion in CapX spend for AI - stay the course, just a mini-bubble in a long 10+ year game - time to keep building 🏗️ but choose wisely as always! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #404
Saturday, July 27, 2024
GenAI skepticism builds but 🙏🏼 ServiceNow for delivering AI monetization 💰 powered by "domain specific LLMs" ($1B revenue opportunity in just the next year) ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #403
Saturday, July 20, 2024
Cybersecurity wakeup call - 62% of the global external attack surface is concentrated in the products and services of just 15 companies 🤯 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #402
Saturday, July 13, 2024
What are the implications when there are only 72 public enterprise software companies worth >$5B + there are still >1500 🦄? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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