What's Hot 🔥 in Enterprise IT/VC
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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
Apr 20
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #390
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What’s 🔥 in Enterprise IT/VC #389
Culture and resiliency at scale - JPM and Amazon
Apr 13
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #389
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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 🔥 📈
Apr 6
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #388
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March 2024
What’s 🔥 in Enterprise IT/VC #387
Top 10 Takeaways from Enterprise Founder's Day - the AI sales wedge is now table stakes...
Mar 30
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #387
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What’s 🔥 in Enterprise IT/VC #386
The barbelling of Inception rounds (pre-seed/seed) + the impact of AI on $$$ needed and fund sizing
Mar 23
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #386
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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
Mar 16
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #385
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What’s 🔥 in Enterprise IT/VC #384
Where does value accrue in the AI stack? We're all still learning!
Mar 9
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #384
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What’s 🔥 in Enterprise IT/VC #383
The short version of what LPs and VCs are thinking - notes from an AGM...
Mar 2
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Ed Sim
16
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What’s 🔥 in Enterprise IT/VC #383
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February 2024
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 🤣
Feb 24
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #382
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What’s 🔥 in Enterprise IT/VC #381
Net Dollar Retention Update - what's best in class post-ZIRP?
Feb 17
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Ed Sim
9
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What’s 🔥 in Enterprise IT/VC #381
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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...
Feb 10
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Ed Sim
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What's 🔥 in Enterprise IT/VC #380
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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?
Feb 3
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Ed Sim
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What's 🔥 in Enterprise IT/VC #379
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