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9/28/2024
13 : 4
What’s 🔥 in Enterprise IT/VC #413
Seeing, catching and riding big waves 🌊 - signs of early success + framework for building in net new markets vs. existing ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
9/21/2024
12 : 34
What’s 🔥 in Enterprise IT/VC #412
The impact of raising Jumbo Inception rounds, where the value accrues + >40% of all 🦄 in last 2 years are AI-related cos... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
9/14/2024
12 : 24
What’s 🔥 in Enterprise IT/VC #411
The future of AI as spoken by the OGs of Tech - Dell, Ellison, Huang, Benioff - keep 🏗️ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
9/7/2024
12 : 14
What’s 🔥 in Enterprise IT/VC #410
Speed mode + also, is the great unbundling of SaaS powered by agentic workflows? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
8/31/2024
12 : 34
What’s 🔥 in Enterprise IT/VC #409
Building a customer-obsessed culture from Inception - lessons from Clay and others... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
8/29/2024
23 : 34
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8/24/2024
11 : 54
What’s 🔥 in Enterprise IT/VC #408
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 ͏ ͏ ͏ ͏
8/20/2024
2 : 24
What’s 🔥 in Enterprise IT/VC #407
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... ͏ ͏ ͏ ͏
8/10/2024
12 : 54
What’s 🔥 in Enterprise IT/VC #406
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... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
8/3/2024
12 : 14
What’s 🔥 in Enterprise IT/VC #405
$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! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
7/27/2024
13 : 4
What’s 🔥 in Enterprise IT/VC #404
GenAI skepticism builds but 🙏🏼 ServiceNow for delivering AI monetization 💰 powered by "domain specific LLMs" ($1B revenue opportunity in just the next year) ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
7/20/2024
11 : 54
What’s 🔥 in Enterprise IT/VC #403
Cybersecurity wakeup call - 62% of the global external attack surface is concentrated in the products and services of just 15 companies 🤯 ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
7/13/2024
12 : 44
What’s 🔥 in Enterprise IT/VC #402
What are the implications when there are only 72 public enterprise software companies worth >$5B + there are still >1500 🦄? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
7/6/2024
13 : 4
What’s 🔥 in Enterprise IT/VC #401
Going into attack mode post ZIRP, parallel thoughts from the dot.com implosion and rebound circa 2004 - the time is now! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
6/29/2024
12 : 14
What’s 🔥 in Enterprise IT/VC #400
Some startups are like a fine wine 🍷, Clay's 7 year overnight success story to $500M Series B valuation ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
6/22/2024
12 : 34
What’s 🔥 in Enterprise IT/VC #399
Crossing the valley of death at boldstart, 28 years of inception investing in the enterprise captured in 100 minutes on The Peel Podcast ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
6/15/2024
13 : 44
What’s 🔥 in Enterprise IT/VC #398
The 5 Ps of Inception Investing + outworking your competition from Tom Brady & Roger Federer ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
6/8/2024
11 : 14
What’s 🔥 in Enterprise IT/VC #397
The death of hypergrowth + high growth publicly traded enterprise software cos = Opportunity? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
6/3/2024
10 : 54
What’s 🔥 in Enterprise IT/VC #395
A walk down memory lane - AI + Intelligent Automation circa 2017 + now, Gartner Hype Cycle from 2019 vs. 2023 - this stuff takes a long time! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
6/3/2024
8 : 18
What’s 🔥 in Enterprise IT/VC #396
Enterprise software & AI - the future is already here, it's just not evenly distributed ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏