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What’s 🔥 in Enterprise IT/VC #413: Seeing, catching and riding big waves 🌊 - signs of early success + framework for building in net new markets vs. existing
What’s 🔥 in Enterprise IT/VC #412: The impact of raising Jumbo Inception rounds, where the value accrues + >40% of all 🦄 in last 2 years are AI-related cos...
What’s 🔥 in Enterprise IT/VC #408: Magic Quadrant for AI Code Assistants - one of fastest times for new category to Gartner MQ - By 2028, 90% of enterprise software engineers will use AI code assistants up from < 14% in 2024
What’s 🔥 in Enterprise IT/VC #407: Reflections on venture - what founders should look for in Inception investors, the importance of speed for founders as well as investors in winning the best opportunities + other reflections...
What’s 🔥 in Enterprise IT/VC #406: The race to be the last mile AI platform for enterprises - lessons from Palantir's Bootcamp model (BLG is the new PLG), Glean, and others...
What’s 🔥 in Enterprise IT/VC #405: $2.9 Trillion wiped out in stocks, $1 Trillion in CapX spend for AI - stay the course, just a mini-bubble in a long 10+ year game - time to keep building 🏗️ but choose wisely as always!