Ed Sim - Issue #23
|Ed Sim||Mar 31, 2017|
enteprise tech IPOs are hot, hot, hot and banks leading the charge on cloud and AI from JP Morgan putting first apps on public cloud to Blackstone restructuring its portfolio managers with AI
don’t get amazoned is not just for retail or infrastructure, also holds for the SaaS and application layer
enterprise has always been 🔥 to us but great to see public feels same way, there’s no Digital Transformation without infrastructure spend
if you want to know what it takes to go public and what you should think about, read this article from Sapphire Ventures
Enterprise software hot in public markets - Mulesoft, Alteryx, get ready for more!
a great post and overview of pitch decks by Steve Schlafman at RRE
this is a huge deal - “Corporations, once nervous about giving up control of their IT infrastructure, are increasingly comfortable with the public cloud as an alternative to the private data center.”
inevitable - AppliedAI in action replacing expensive money managers - it’s just the beginning!
yet another digital transformation - ticketmaster replatformed with microservices and here’s why - “A couple of years ago, just like every other industry, we started realizing speed is the name of the game. We needed to get faster, or we were going to start losing chunks of our business to competitors. We needed to be able to deliver software faster than small companies. Being a large company, it’s really, really, really hard to be nimble, and roll out new products and features to compete with a startup or two people in a garage.”
By Ed Sim
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