Hot in Enterprise IT/VC - What’s 🔥 in Enterprise IT/VC #425
What’s 🔥 in Enterprise IT/VC #425Will business applications collapse in the agent era? Where does logic go + what are the "second order" effects when dozens or hundreds of agents are running amok at enterprises?So this tweet got some solid traction last Sunday morning - filled with a few typos, etc but the point was made quite succinctly by Satya Nadella - stop, watch, and listen 👇🏼 I also wrote more about it here in What’s 🔥 #410 (scroll to Enterprise Tech section):
Reminder - this is future thinking as the “how long will this take” is the big question. We are already seeing some evidence of this happening for super simple applications. For the more complex applications like an ERP like Workday, it may take “forever and a day” but bits and pieces of those apps are already getting chiseled away and agentized. Here are some use case examples from the CrewAI (a boldstart portfolio co) State of Agents in Enterprise survey released this past week: As readers know, I keep thinking about “second order” effects as it relates to this future where each of us has dozens or hundreds of agents doing work for us. Who’s going to provide the security infra to provide access control? Who’s going to manage these? Is there a platform to manage disparate agents and secure them? What about a runtime system for Claude’s MCP which feels like a dockerized, secure sandbox for agents to do work (check out Dylib.so - a boldstart port co) on this future. More to come… So how does this euphoria around the agentic future relate to the startup market? Check out Peter Walker from Carta’s data on the “AI” premium for startups. FWIW, I asked Peter what constitutes an “AI” company as it’s pretty much embedded in most software, so I’ll share and update when I hear back. Of course, higher valuations usually equate to larger rounds and this data also confirms that. Check out those Inception rounds on the 95th % at >$12M! What a year! That’s a wrap - Happy Holidays 🎄 🕎 to all of you! As always, 🙏🏼 for reading and please share with your friends and colleagues. Scaling Startups#how are LPs (investors in venture funds) thinking about 2025? Beezer Clarkson from Sapphire Ventures (a boldstart LP) nails it here on themes to watch 👇🏼 #AI 🦄 - faster to $1B valuation with 1/2 the headcount - of course, real question remains - which of these cos deliver the returns at end of day? #Before you have your company take that hill, make sure it’s the right one! Enterprise Tech#the enterprise AI search wars accelerate - will top down Glean win or bottom up PLG startup Perplexity which has officially entered the arena with the acquisition of Carbon, a 4-person startup (TechCrunch). Oh yeah, it also announced a $500M round led by existing investor IVP at a $9B valuation 🤯 tripling its valuation from June (Bloomberg) #best product of 2024 from founder/CEO of Vercel - comments 🔥 - lots of Cursor and Claude #tech to geek out on over the holidays - comments are 🔥 #The state of the AI Agents ecosystem: The tech, use cases, and economics (Insight Partners) - must read covers everything from Agents to the infrastructure and tooling for them! #👀 hiring 2000 salespeople to sell agents to replace people - Salesforce (CNBC)
#enterprise sales in high gear from Gil Dibner (Angular Ventures)
#the future of coding and CS? #ZIRP valuation get together - Grammarly, which last raised in Nov 2021 at a $13B valuation, buys Coda, who also raised during ZIRP era in July 2021 at $1.4B post (Axios)
#speaking of agents, is this the future? #you don’t always want to or have to go to the CISO… Markets#💪🏼 🤣 Congrats to Databricks and also George Mathew from Insight as one of leads of this new $10B round at a$62B valuation - what was the bad advice George gave Ali that he thankfully ignored? (TechCrunch)
#👀 The Venture Capitalists Set to Win Big in 2025 - The Information #anon corp dev employee shares thoughts on M&A #🤔 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 #424
Thursday, December 19, 2024
SaaS T2D3 (Triple-Triple-Double-Double) over for now? Do we have a new AI bar - QQTD(Quintuple-Quadruple-Triple-Double) or QQ?? as we don't know if this is sustainable ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #423
Tuesday, December 10, 2024
How do CIOs/CTOs/CISOs from Salesforce, Blackstone, Paypal and Juniper think about partnering with startups + AWS re:Invent recap ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #422
Saturday, November 30, 2024
The continued rise of Jumbo Inception Rounds 📈, the importance of ball control 🏀 in winning rounds, and how Inception/seed firms need to decide what game to play and what fund size is right ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #421
Saturday, November 23, 2024
Thoughts from Goldman's PICC + optimism for 2025? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #420
Saturday, November 16, 2024
Why we wrote our largest initial Inception check of $12.5M in Tessl to build AI Native Software Development - what this means for Inception/seed fund sizing? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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