Hot in Enterprise IT/VC - What’s 🔥 in Enterprise IT/VC #428
What’s 🔥 in Enterprise IT/VC #428The truth about building in AI according to Sam Altman - "there is no one at all who can tell you exactly how it should be done"Any founder or investor should read Sam Altman’s post reflecting on the past year at OpenAI. While the headline is around Superintelligence 👇🏼, what I found most interesting were the nuggets of wisdom on building and running a startup in a market that is changing so fast. It always nice to remind ourselves that no matter how much great content you read on X or Linkedin or wherever or no matter who advises you, it’s hard to know what’s really going on unless you are living it day to day. Sure, we can learn from the greats in the past, but remember to be an artist, take the best from others, remix and come up with your own way of building things or running a company. One day other founders will say I want to build like X, but you know deep down in your ❤️, that they should definitely learn but only take the pieces that work for them. Joao from CrewAI, who is super early in his journey, had this great post the other day. Keep experimenting, keep trying new things, don’t anchor to the past, look to the future! Speaking of the future…no one is seeing or creating it better than Jensen Huang from Nvidia. See his super clear thesis laid out below from Generative AI to Agentic AI to Physical AI. What’s even more interesting is how the other great CEOs are lavishing praise on Jensen’s must watch keynote here. Never content to be a GPU creator, here’s how Jensen is going deeper into the software layer as he proclaims our agentic future is here, one that is poised to be a multi-trillion-dollar industry 🤯. This is the very same future that Sam believes in as he stated that we may see the “first AI agents join the workforce in 2025.” And I’m 🔥 up that CrewAI is a huge part of this announcement. I remember when Joao and team had some of their first Zooms with the Nvidia team to make sure they could build the right use cases fast enough to be part of this launch - huge congrats on spending those many sleepless nights making this happen! If interested, here’s more on what and how Nvidia will work with agentic frameworks like CrewAI. And here’s one of the demos CrewAI put together with Nvidia showcasing how 2 crews of agents can help engineers write docs! As always, 🙏🏼 for reading and please share with your friends and colleagues! Scaling Startups#my annual reminder… #lean startup vibes heading into 2025 #YC growth hacks - how to do cold email the right way #aligns with my post from last week, especially #3 - GPs using secondaries to generate DPI read #6 from last week #I highlighted this last week as well but only shared #1 - Excellence is the capacity to take pain - here’s the full list of the 15 recurring traits of history’s greatest founders - one of best podcasts I’ve listened to in awhile! #early is best place to be especially first for any winner, why the “race to be first” and get pole position on cap table in full swing esp. with the multistage funds viewing “Inception” rounds as options (more from What’s 🔥 #365) #Jensen Huang puts it best, “you want a company that’s as large as necessary to do the job well, but to be as small as possible,” and not bogged down by over management and processes.” (from the Nvidia Way by Tae Kim) Enterprise Tech#💯 this portability is a huge unlock and check out what dylib.so (a port co) is doing with MCP.run to make these even more Here’s the excerpt to save you the time:
#if folks get behind this, this will be big…here’s the future roadmap #second order effects in action - what happens when more AI generated code? more code that can F things up, more code to maintain and more code to review! #great 🧵 from a seasoned multi-time founder of enterprise startups #amazing how fast the founder of Rippling, Parker Conrad, jumped on this tweet as company is worth $13.5B - worth a read, no company is perfect, but sounds like some users have some legitimate gripes - will be interesting to see how this evolves 👇🏼 - main issue is speed! users want fast experiences #reminder - CIOs/CISOs don’t get paid to take on technical risk while startups should be building for the future - listen in on this 2 minute clip #agreed, one of my favorite tools also #What are the many ways CISOs think about AI and security? Read more from Elevance Health head of security Sekhar Nagasundaram (Fortune 20) in FastForward
#who’s building the infra to manage and auth these? Sound familiar? Yes, second order effects I keep writing about on what happens when… #👀 as the above happens #Quantum bubble? Great post on what is quantum and timing…
Markets#Crowdstrike fully recovers from the outage - $30B of market cap back, what doesn’t kill you makes you stronger (FT)
#👀 terrible to see
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What’s 🔥 in Enterprise IT/VC #427
Saturday, January 4, 2025
The 15 year startup journey and implications for founders and investors ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #426
Saturday, December 28, 2024
What's 🔥 Greatest Hits from 2024, one VC's year-end recap, + advice as you enter 2025 to build your new thing... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
What’s 🔥 in Enterprise IT/VC #425
Saturday, December 21, 2024
Will 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? ͏ ͏ ͏ ͏ ͏ ͏
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 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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