Messages
12/9/2023
14 : 14
What's 🔥 in Enterprise IT/VC #371
Back to First Principles Building Startups from Inception, hands on keyboard ⌨️ - get the Google Doc now
12/2/2023
14 : 14
What's 🔥 in Enterprise IT/VC #370
The End of an era - the extinction of "Hypergrowth" public enterprise software cos, >40% NTM Revenue 📈 - Guggenheim Partners
11/25/2023
15 : 14
What's 🔥 in Enterprise IT/VC #369
Selling what's on the 🚚 vs. the one more feature trap - importance of the right ICP
11/18/2023
15 : 4
What's 🔥 in Enterprise IT/VC #368
Thoughts on board governance
11/11/2023
12 : 44
What's 🔥 in Enterprise IT/VC #367
OpenAI Dev Day - it was the best of times, it was the worst of times; also latest data on AI deployment in enterprise
11/4/2023
13 : 44
What's 🔥 in Enterprise IT/VC #366
Reflecting on 27 years of enterprise software investing + understanding the experience trap
10/28/2023
12 : 34
What's 🔥 in Enterprise IT/VC #365
The new era in venture and race to be first: Inception Investing - what does it mean and why pre-seed ain't first any more
10/21/2023
12 : 44
What's 🔥 in Enterprise IT/VC #364
🤯 Enterprise software spend to cross $1 Trillion, reaccelerating 📈 to 13.8% from 12.9%
10/19/2023
5 : 34
What's 🔥 in Enterprise IT/VC #363
Thoughts + 🙏🏼 on 🇮🇱 ... b4 regularly scheduled programming: Loom exit, seed valuations...
10/7/2023
12 : 54
What's 🔥 in Enterprise IT/VC #362
What's ahead in Q4 from LPs and VCs (Origins Podcast) - more shutdowns?, hard choices for seed funds?, net new company funding 🔥, default 1st 10 in office, TVPI vs. DPI
9/30/2023
11 : 34
What's 🔥 in Enterprise IT/VC #361
PLG, PLS, Sales led 🤯 - enough acronyms, build a product, sell it efficiently
9/23/2023
13 : 44
What's 🔥 in Enterprise IT/VC #360
IPOs, Splunk for $28B, mega funding rounds + M&A - are we back or is this just a mirage?
9/17/2023
12 : 15
What's 🔥 in Enterprise IT/VC #359
Going from Non-obvious to $100M ARR - the Security Scorecard journey
9/9/2023
11 : 44
What's 🔥 in Enterprise IT/VC #358
OK, we get it, you're an AI co but isn't everyone?
9/2/2023
13 : 14
What's 🔥 in Enterprise IT/VC #357
Fundraising tips for the post-Labor Day sprint
8/26/2023
13 : 34
What's 🔥 in Enterprise IT/VC #356
IPOs are back? Nvidia 🤯 + AI still early in the enterprise + top of mind for CISOs
8/19/2023
12 : 54
What's 🔥 in Enterprise IT/VC #355
Sales reps need to win and get paid 💰- on hiring your first reps + scaling (Palo Alto Networks)
8/14/2023
10 : 55
What's 🔥 in Enterprise IT/VC #354
On huge ambitions in today's venture market vs. what investors are telling you now
8/5/2023
13 : 4
What's 🔥 in Enterprise IT/VC #353
How not to blow your hard-earned Series A round + Andy Jassy - we're just steps into a marathon for Generative AI in the enterprise
7/29/2023
12 : 44
What's 🔥 in Enterprise IT/VC #352
📣 The hard to find product benchmarks for Dev Tools in 2023 is here - breakdown on conversion, retention, % sales led and more....