What's Hot in Enterprise IT/VC - Issue #93

last week I wrote about Google Titan and 2FA (two factor authentication) and how this was going to help push more mainstream, this week Cisco is buying Duo Security for $2.35b so this trend is skyrocketing for sure; Emergence Cap shares their 5Ms in terms of what they look for in startups; a deep dive into Masayoshi Son and the strategy behind the Softbank Vision Fund; thought provoking read on one of longest bull markets in history and why this may end

Scaling Startups

The 5M’s: How Emergence Evaluates Series A Pitches

great read on what Emergence Capital looks for when funding an early stage cloud/SaaS app company - amazing track record with Box, Zoom, and Veeva


Enterprise Tech

Blockchain, Once Seen as a Corporate Cure-All, Suffers Slowdown - Bloomberg

from my perspective time to start building and investing, overhyped to start and will be strong in a few years - “Corporate America’s love affair with all things blockchain may be cooling.”


Microsoft Narrows Gap with Amazon in Cloud - CIO Journal. - WSJ

MSFT gaining market share, still way behind but growing


Q&A: Google Cloud CEO Diane Greene on the Future of the Cloud - The New Stack

and how is Google Cloud catching up and what have they had to change to capture more enterprise customers.


Workplace technology is as addictive as a casino’s slot machine — and makes us less productive - MarketWatch

agree or disagree?


Amazon plans to move off Oracle software by early 2020

another hit for Oracle and not the least bit suprising, valuation treading water over last 5 years, show how a once dominant incumbent can get caught off guard - cloud first and also open source - “As Amazon increasingly competes with Oracle in the cloud, the e-commerce company is moving off of Oracle’s databases.”


BBVA Can't Hold Cryptocurrency – And That's a Problem - CoinDesk

a big and overlooked problem for smart contracts that work on public chain, many regulated industries can’t have companies hold crypto


Top 10 Open Source Tools of 2018

familiar names like Ansible, Concourse, Habitat, Kafak but newer ones like Helm and Pulumi



Why Cisco paid $2.35 billion for unicorn startup Duo Security - Business Insider

2FA is here and real - Cisco had been watching Duo Security from the inside as an investor for a while. And it was growing like gangbusters.


Masayoshi Son building Vision Fund into family, say founders

all about Masayhoshi Son’s long term vision, focus on huge outcomes, and encouraging portfolio collaboration, what’s next act with $100 billion in current fund?


Why The Economic Expansion Is About to End | Fortune

The economic expansion and bull market are at risk from everything from interest rates and trade wars to soaring corporate debt. Here’s why.


Opinion | Transaction Costs and Tethers: Why I’m a Crypto Skeptic - The New York Times

always nice to have some differing opinions - from Paul Krugman - Beyond the technobabble and libertarian derp, what problem does this stuff solve?


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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