Messages
4/27/2024
13 : 24
What’s 🔥 in Enterprise IT/VC #390
ServiceNow, Microsoft...closing sales in the enterprise - demonstrable ROI + AI Pixie dust ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
4/20/2024
13 : 24
What’s 🔥 in Enterprise IT/VC #390
Founders - focus on what you can control, and not on what you can't - too much noise in AI + still just 1st inning ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
4/13/2024
13 : 54
What’s 🔥 in Enterprise IT/VC #389
Culture and resiliency at scale - JPM and Amazon ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
4/6/2024
12 : 54
What’s 🔥 in Enterprise IT/VC #388
Where we are in the funding cycle post Q1 - YoY 💰 deployed 📉 29% while Inception rounds (whatever you call it - seed...) pricing continue to be 🔥 📈 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/30/2024
12 : 24
What’s 🔥 in Enterprise IT/VC #387
Top 10 Takeaways from Enterprise Founder's Day - the AI sales wedge is now table stakes... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/23/2024
13 : 34
What’s 🔥 in Enterprise IT/VC #386
The barbelling of Inception rounds (pre-seed/seed) + the impact of AI on $$$ needed and fund sizing ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/16/2024
13 : 54
What’s 🔥 in Enterprise IT/VC #385
Jensen speech on pain + suffering is just what we needed - why we are all destined for greatness, inspiration from Superhuman + Snyk ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/9/2024
14 : 24
What’s 🔥 in Enterprise IT/VC #384
Where does value accrue in the AI stack? We're all still learning! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/2/2024
16 : 14
What’s 🔥 in Enterprise IT/VC #383
The short version of what LPs and VCs are thinking - notes from an AGM... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/24/2024
13 : 44
What’s 🔥 in Enterprise IT/VC #382
Platform vs. best of breed in cybersecurity (PANW) + the rise of AI Security + AISPM, yes, we do need another security posture management category 🤣 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/19/2024
1 : 44
What’s 🔥 in Enterprise IT/VC #381
Net Dollar Retention Update - what's best in class post-ZIRP? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/10/2024
14 : 34
What's 🔥 in Enterprise IT/VC #380
What to expect for cybersecurity startups in 2024 when 4 companies represent $300 Billion of market cap + 5 account for >51% of all revenue...
2/3/2024
16 : 24
What's 🔥 in Enterprise IT/VC #379
Microsoft delivering on AI + thinking about second order effects for startups in a world where 50% or more code is written by AI?
1/27/2024
16 : 14
What's 🔥 in Enterprise IT/VC #378
AI enterprise tailwinds - earlier than expected? CEOs driving faster sales cycles?
1/20/2024
14 : 44
What's 🔥 in Enterprise IT/VC #377
Who would have that thought that enterprise would become too sexy - from 15 to 416 🦄 in 10 years 🤯
1/13/2024
13 : 54
What's 🔥 in Enterprise IT/VC #376
Know when to hold 'em, know when to fold 'em - founder reflections
1/6/2024
13 : 54
What's 🔥 in Enterprise IT/VC #375
The come to Jesus moment for founders, investors, and boards - either you're early and lean, growing efficiently + lean with cash in bank or access to cash, or you need to find a home or die...
12/30/2023
13 : 54
What's 🔥 in Enterprise IT/VC #374
Predictions for 2024 and scoring 2023
12/23/2023
13 : 54
What's 🔥 in Enterprise IT/VC #373
Thoughts on M&A in light of Adobe Figma, what's the right number of founders to start a company, + Top 5 What's 🔥 Posts in 2023
12/16/2023
15 : 34
What's 🔥 in Enterprise IT/VC #372
On pattern recognition in venture and startups