Messages
11/30/2024
12 : 54
What’s 🔥 in Enterprise IT/VC #422
The continued rise of Jumbo Inception Rounds 📈, the importance of ball control 🏀 in winning rounds, and how Inception/seed firms need to decide what game to play and what fund size is right ͏ ͏ ͏ ͏ ͏ ͏
11/23/2024
14 : 14
What’s 🔥 in Enterprise IT/VC #421
Thoughts from Goldman's PICC + optimism for 2025? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
11/16/2024
14 : 24
What’s 🔥 in Enterprise IT/VC #420
Why we wrote our largest initial Inception check of $12.5M in Tessl to build AI Native Software Development - what this means for Inception/seed fund sizing? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
11/9/2024
13 : 14
What’s 🔥 in Enterprise IT/VC #419
To believe or not to believe, that is the question - AI is eating software but will it also eat labor? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
11/2/2024
12 : 24
What’s 🔥 in Enterprise IT/VC #418
Who wins in AI? The Incumbent, the AI Native Startup, or...the Goldilocks Startup? The future is here: WORK BASED PRICING! No MORE SEATS - anatomy of the Kustomer relaunch ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
10/26/2024
13 : 24
What’s 🔥 in Enterprise IT/VC #417
What happens when hundreds of thousands of agents with read/write access run amok in an enterprise - "like hornets fleeing a nest" according to Bill McDermott ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
10/20/2024
9 : 24
What’s 🔥 in Enterprise IT/VC #415
Old school enterprise sales + delivery needed to solve the last mile problem in the enterprise - yes, services needed! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
10/20/2024
5 : 20
What’s 🔥 in Enterprise IT/VC #416
8 years of What's 🔥 🙏🏼 - more on Palantir's model from services (FDE) to product and now product + some services + why every startup will have to provide some bodies to deliver to the ente ͏ ͏
10/5/2024
11 : 24
What’s 🔥 in Enterprise IT/VC #414
VCs giving 💰 back - dot.com vibes or AI vibes - will there be more or less $10B outcomes? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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) ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏