What's Hot in Enterprise IT/VC - Issue #125

big news for the week is Zoom filing to go public with over $3oomm revenue and a slight profit, great breakdown of Pager Duty’s S-1 by Alex Clayton of Spark - both Zoom and PagerDuty are product led growth models where users can sign up directly online with account expansion from there, UIPath rumored to be raising another round at $7 billion valuation up from $3mm just 6 months ago, damning report on health space and problems with electronic health records, and Fred Wilson starts a discussion on respecting pro rata rights in later rounds

The top 25 VC's investing in SaaS right now

great to have my firm boldstart on this list - lots of great names as growthlist looks at the most active VC’s investing in SaaS (software as a service) startups right now.

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Scaling Startups

Respecting The Pro-Rata Right

Fred Wilson from Union Square Ventures starts a discussi0n around disappearing pro rata rights - great read as there is so much money in venture ecosystem and founders are in a tough spot managing their cap tables for new investors, existing investors and employees - our experience at boldstart is that as long as we continue working hard for our founders and startups we back, our pro rata is always respected no matter the size of round

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Enterprise Tech

Microsoft and University of Washington demonstrate automated DNA data storage

super cool - The method dramatically increases the density of data storage. Theoretically, you could store a billion billion bytes of data (known as an exabyte) in a cubic inch of DNA - “We’re really imagining this being deployed in the cloud. … The scenario that we see is replacing parts of a larger-scale system that sits in a data center with system components that use molecular data storage and molecular data search,” Ceze said.

www.geekwire.comShare

Death by a Thousand Clicks: Where Electronic Health Records Went Wrong

digital transformation and the move from paper to digital should dramatically increase efficiency but not in the case of the healthcare space - rather than streamlining processes, an ER doctor typically clicks a mouse 4 thousand times over the course of a single shift - lots of errors, lack of integration, complexity and other issues lead to patient death

fortune.comShare

Amazon, Microsoft Tighten Grip on Enterprise Tech

are we moving back to world where large enterprises wanted “one throat to choke” with vendor consolidation, according to this survey, it sure looks like it

www.wsj.comShare

Amazon’s Pact With VMware Shows Signs of Paying Off

AWS VMware partnership growing - made tons of sense as all about merging legacy tech with cloud - on pace for $100mm revenue from this offering in 2019

www.theinformation.comShare

Apple reportedly acquires Stamplay, API development platform

it’s a classic Apple small deal but wondering if they have aims for low-code, no-code API integration and automation market.

venturebeat.comShare

RPA startup UiPath raising $400M

company on hypergrowth mode, about to close another $400m at $7b valuation, 6 mos after raising $225mm at $3b valuation

techcrunch.comShare

Markets

PagerDuty IPO | S-1 Breakdown

Alex Clayton from Spark breaks down PagerDuty’s S-1 - impressive growth and it’s bottom up or PLG (product led growth) starting with developers

medium.comShare

Video-conferencing company Zoom files to go public

over $300mm revenue and profitable - S-1 here

www.cnbc.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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