What's Hot in Enterprise IT/VC - Issue #139
|Ed Sim||Jun 29, 2019|
Enterprise is all about design thinking these days and delightful experiences - great quote from Aaron Levie (Box) about that and congrats to Superhuman (reinventing email) on their Series B raise led by Andreessen Horowitz; 7th market landscape on AI and Data from Matt Turck and Vanguard looking to offer PE to its customer base - could be a market top!
Congrats to Superhuman (a portfolio company) on their Series B raise led by Andreessen Horowitz - “One of Silicon Valley’s buzziest start-ups, Superhuman, is betting its app’s shiny features are worth a premium price.”
The tectonic shift causing a new era of enterprise software is that product development, distribution, adoption, customer service, and design look vastly more like a consumer company than a traditional enterprise company.
2:21 PM - 23 Jun 2019
spot on advice and signs from Jason Lemkin - the sales head who can you get your first $3-5mm may not be able to get you to $10mm+t
deep read from Jevon MacDonald of Manifold (a portfolio co) - Why are enormous startups locking themselves into a single cloud for the long run? Cost savings — and ensuring that the cost of running their platforms is predictable enough for public investors to feel confident investing their money. But, there’s an elephant in the room: signing these large commitments to a cloud platform comes with a second expectation: using a single cloud provider, regardless of the product or developer’s need.
must read Data & AI landscape from Matt Turck - 7th version - much about privacy and data privacy and automation - great to have portfolio cos Kustomer, Catalytic, BigID included in the landscape
where is Evernote? From Unicorn to…. - IMO time to rebuild and reinvent, does delightful experience ring a bell?
All about Google BeyondCorp (Zero trust security) which is all the rage these days for people to system and system to system authentication
no surprise here, market is huge and growing rapidly and will be recession proof - “If you asked the average person on the street what Robotic Process Automation is, most probably wouldn’t have a clue. Yet new data from Gartner finds the RPA market grew over 63% last year, making it the fastest growing enterprise software category. It is worth noting, however, that the overall market value of $846.2 million […]”
employees are being tracked all the time - what they click, what they use, how they perform - Cogito is one such example for call centers - instead of automation, what if artificial intelligence sees humanity itself as the thing to be optimized?
this will be a huge issue in the future- any internet connected device including health susceptible to hacking
are we at a top in alternative assets? is this the beginning of the end? If Vanguard Group is looking to add PE firms to its platform to give individuals access, what does this mean for the public equity markets? They tried it once before and the market cratered after that
Synergy Research, a company that monitors cloud marketshare, found that enterprise SaaS revenue passed the $100 billion run rate this quarter. “while the market feels mature, if finds that SaaS revenue still accounts for just 20 percent of the overall enterprise software market. There’s still a long way to go, showing as with the infrastructure side of the market, things change much more slowly than we imagine, and the market is growing rapidly, as the impressive growth rates show.”
By Ed Sim
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