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What’s 🔥 in Enterprise IT/VC #408

Saturday, August 24, 2024

Magic Quadrant for AI Code Assistants - one of fastest times for new category to Gartner MQ - By 2028, 90% of enterprise software engineers will use AI code assistants up from < 14% in 2024 ͏ ͏ ͏ ͏

What’s 🔥 in Enterprise IT/VC #407

Tuesday, August 20, 2024

Reflections 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... ͏ ͏ ͏ ͏

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) ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

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Wednesday, January 8, 2025

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