Messages
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
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%