What's Hot in Enterprise IT/VC
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What’s 🔥 in Enterprise IT/VC #386
The barbelling of Inception rounds (pre-seed/seed) + the impact of AI on $$$ needed and fund sizing
Mar 23
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Ed Sim
14
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What’s 🔥 in Enterprise IT/VC #386
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What’s 🔥 in Enterprise IT/VC #385
Jensen speech on pain + suffering is just what we needed - why we are all destined for greatness, inspiration from Superhuman + Snyk
Mar 16
•
Ed Sim
10
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What’s 🔥 in Enterprise IT/VC #385
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What’s 🔥 in Enterprise IT/VC #384
Where does value accrue in the AI stack? We're all still learning!
Mar 9
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Ed Sim
11
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What’s 🔥 in Enterprise IT/VC #384
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What’s 🔥 in Enterprise IT/VC #383
The short version of what LPs and VCs are thinking - notes from an AGM...
Mar 2
•
Ed Sim
16
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What’s 🔥 in Enterprise IT/VC #383
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February 2024
What’s 🔥 in Enterprise IT/VC #382
Platform vs. best of breed in cybersecurity (PANW) + the rise of AI Security + AISPM, yes, we do need another security posture management category 🤣
Feb 24
•
Ed Sim
12
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What’s 🔥 in Enterprise IT/VC #382
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What’s 🔥 in Enterprise IT/VC #381
Net Dollar Retention Update - what's best in class post-ZIRP?
Feb 17
•
Ed Sim
9
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What’s 🔥 in Enterprise IT/VC #381
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What's 🔥 in Enterprise IT/VC #380
What to expect for cybersecurity startups in 2024 when 4 companies represent $300 Billion of market cap + 5 account for >51% of all revenue...
Feb 10
•
Ed Sim
10
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What's 🔥 in Enterprise IT/VC #380
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What's 🔥 in Enterprise IT/VC #379
Microsoft delivering on AI + thinking about second order effects for startups in a world where 50% or more code is written by AI?
Feb 3
•
Ed Sim
8
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What's 🔥 in Enterprise IT/VC #379
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January 2024
What's 🔥 in Enterprise IT/VC #378
AI enterprise tailwinds - earlier than expected? CEOs driving faster sales cycles?
Jan 27
•
Ed Sim
7
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What's 🔥 in Enterprise IT/VC #378
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What's 🔥 in Enterprise IT/VC #377
Who would have that thought that enterprise would become too sexy - from 15 to 416 🦄 in 10 years 🤯
Jan 20
•
Ed Sim
17
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What's 🔥 in Enterprise IT/VC #377
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What's 🔥 in Enterprise IT/VC #376
Know when to hold 'em, know when to fold 'em - founder reflections
Jan 13
•
Ed Sim
13
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What's 🔥 in Enterprise IT/VC #376
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What's 🔥 in Enterprise IT/VC #375
The come to Jesus moment for founders, investors, and boards - either you're early and lean, growing efficiently + lean with cash in bank or access to…
Jan 6
•
Ed Sim
16
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What's 🔥 in Enterprise IT/VC #375
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