Hot in Enterprise IT/VC - What's 🔥 in Enterprise IT/VC #257
What's 🔥 in Enterprise IT/VC #257📖 Story time from Salesforce - how big can they get and how fast 📈?
As you know, I like reading the tea leaves and learning from investor day presentations and earnings transcripts from the leading enterprise software companies to get a glimpse of the future. Along those lines, one of the best storytellers in the business is Salesforce and their Investor Day 9 days ago did not disappoint. In fact, investors ate this up as the stock shot up 8% the day after even though they only raised 2022 revenue guidance by 1%. Stories matter! So what is the big story from Salesforce? The whole theme of the presentation is the New World. If you have time, take a look at the whole deck as it truly lays out the scale of opportunity on the IT spending side for all enterprise software companies. Also I encourage you to watch the Q&A with Bret Taylor, President & COO, who goes deeper and shares what’s ahead for the future. We’re living in a New World and the opportunity is MASSIVE! HOLY TAM 🤯 Product Matters! We’re still innovating at a ridiculous pace! Insanely fast growth for a company of this size… Finally, I would argue that Salesforce has done this better than any public company out there. Absolutely best in class M&A @salesforce!
With the influx of 💰💰💰 for all of these private 🦄, the ones who start early & build a M&A playbook will be well set up to dominate in the future. Challenge is trying to find the founders before they are offered VC money! Storytelling matters! As always, 🙏🏼 for reading and please share with your friends and colleagues! Scaling Startups
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What's 🔥 in Enterprise IT/VC #256
Saturday, September 25, 2021
Supersizing 🍟 of Seed + the race to be 🥇 + bigger is not always better
What's 🔥 in Enterprise IT/VC #255
Saturday, September 18, 2021
Gitlab - focus on community and don't go enterprise too early = 152% Net % Retention and S-1 Filing
What's 🔥 in Enterprise IT/VC #254
Saturday, September 11, 2021
What does the day one launch of an $8.5 Billion developer first company look like and why developer experience matters?
What's 🔥 in Enterprise IT/VC #253
Saturday, September 4, 2021
📈 The future of enterprise software is ☀️ - MongoDB, Asana, Okta - 🦄 or 🐲
What's 🔥 in Enterprise IT/VC #252
Saturday, August 28, 2021
❄️ and Salesforce earnings 😲 - eventually you have to grow into your valuations and performance matters
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