What's Hot in Enterprise IT/VC - Issue #116

lots of discussion on open source software this past week, is it the future of all software or a bubble about to burst or is it both, just not economically viable anymore for a startup - read on from Mike Volpi of Index Ventures, Ben Thompson from Stratechery and InfluxDB, also year in review for serverless from portfolio co IOpipe

Cutco Knives and startups; everyone in a startup needs to learn how to sell

I had a call with a CRO at a portfolio company + both realized we r Cutco Knives veterans, one of the best experiences + reminded me to bring back an old blog post about “why everyone in a startup needs to learn how to sell” - Cutco Knives and startups - BeyondVC

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Enterprise Tech

How open source software took over the world

great history on Open Source Software and what’s ahead from Mike Volpi at Index Ventures

techcrunch.comShare

AWS, MongoDB, and the Economic Realities of Open Source

food for thought from Ben Thompson at Stratechery on heels of Mike Volpi’s OSS is going to take over the world article in Techcrunch - key question will product differentiation be enough - “Worse, because AWS doesn’t have access to MongoDB (it is only matching the API) it only supports MongoDB 3.6; the current version is 4.0.5. It is possible that if AWS’ service becomes popular that MongoDB will effectively stagnate: sure, you can get a better version from MongoDB Inc., but then you have to manage it yourself or go the effort to tie in all of your AWS services with MongoDB’s offering (then again, the potential for differentiation may be MongoDB’s salvation, and an important lesson for other companies).”

stratechery.comShare

The Need for Time Series Data Is Now

when Amazon enters your space, some value statements for differentiation - open source, multi-cloud and on-prem, and time-tested

thenewstack.ioShare

Blockchain development and the Occam problem

remember blockchain is a technology, need to focus on what problem are you solving, what are best technologies, and if blockchain is it, then use it but not a panacea via McKinsey

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AWS For Everyone: New clues emerge about Amazon’s secretive low-code/no-code project

“low code no code” highlighted as one of our key themes from end of year post and now this, speaks to a whole new class of devs, we call “Citizen Dev”, business analysts… AWS For Everyone: New clues emerge about Amazon’s secretive low-code/no-code project - The promise of so-called “low code/no code” software-development tools is to enable anyone to create business applications around their custom needs. It sounds like Amazon Web Services is getting ready to extend that idea to everyone. Based on several LinkedIn resumes and a recent tech talk, it now…

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Auld Lang Servers – IOpipe Blog

serverless in 2018 and what’s ahead in 2019 from portfolio co IOpipe - expect more enterprise traction in 2019

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Notes on Security in 2019 – Andreessen Horowitz

passworldless authentication as #1 trends from Joel de la Garza from a16z

a16z.comShare

Markets

Software Maker PagerDuty Is Said to File Confidentially for IPO

estimated $100mm revenue in 2018 - PagerDuty Inc., which makes tools for software developers, has filed confidentially for an initial public offering, said two people familiar with the matter.

www.bloomberg.comShare

Slack’s Financials Ahead of Listing Plans

2018 Revenue of $221m YE Jan 2018, $389m YE Jan 2019 projected (data from 2018 docs)

www.theinformation.comShare

Over 2,000 Years of Economic History in One Chart

This chart compares the economies of major powers from 1AD all the way until today, showing the impact of Industrial Revolution and re-emergence of Asia.

www.visualcapitalist.comShare

By Ed Sim

Ed Sim's weekly readings and notes on VC, software, and scaling startups - #enterprise #seed #DeveloperFirst #IntelligentAutomation #DataInfra #CloudNative #Cybersecurity

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