Archive - What's Hot 🔥 in Enterprise IT/VC

May 2025

What’s 🔥 in Enterprise IT/VC #448

The Incumbent AI conundrum - all in on AI but ST pressures + zooming out with Jensen - "enterprise AI is ready for take off"

May 31

What’s 🔥 in Enterprise IT/VC #447

Just another insane week in AI, what it means for founders + keep thinking bigger

May 24

What’s 🔥 in Enterprise IT/VC #446

The goalposts have moved - what makes a great Series A + also a 99th % outcome?

May 17

What’s 🔥 in Enterprise IT/VC #445

From freak show to Goat 🐐 - How greatness happens - solving problems bleeding 🩸F*^*ing early; Alex Karp + Jensen Huang (lonely where we were)

May 10

What’s 🔥 in Enterprise IT/VC #444

RSA recap and some lessons learned partnering with Protect AI from Inception to exit to Palo Alto Networks + what's next in securing AI?

May 3 •

April 2025

What’s 🔥 in Enterprise IT/VC #443

🔥 The Battle Between Speed and Security in the Age of Agency 🔥

Apr 26

What’s 🔥 in Enterprise IT/VC #442

The Enterprise Agent Hunger Games - the agent wave 🌊 is just starting—but without the last mile of IT infra/security it’s all vibes and no production…

Apr 19

What’s 🔥 in Enterprise IT/VC #441

Words of advice from Jamie Dimon JPM, Andy Jassy Amazon, Tobi Lutke Shopify - cash is king 👑, move fast, kill layers of bureacracy, invest in AI

Apr 12

What’s 🔥 in Enterprise IT/VC #440

Tariff-ied 🤯 - Time to dust off that old Post-ZIRP Recession Playbook 📖

Apr 5

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