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What's Hot in Enterprise IT/VC - Issue #118
cloud, cloud, cloud as Gartner talks up enterprise IT spending growth driven by cloud while AWS and Azure report earnings - AWS much larger at $30 billion run rate but Azure growing faster, over 70% to $2.8 billion; great podcast from a16z Martin Casado on enterprise GTM, and a read on what may be next in AI, neuromorphic computing or spiking neural networks
great podcast/read for enterprise infra startups on their go-to-market strategy with Martin Casado (a16z)
for those seed to Series A founders, here’s what a clean and standard Series A term sheet looks like - from YC
Gartner - cloud, enterprise software drive global IT spend increase - no matter what economy, Fortune 500s need to buy enterprise software - r u a recession proof or recession enhanced startup? @pchowdhry “The most important thing we’re seeing is the shift from bricks and mortar business to digital business,” said Gartner analyst John Lovelock. “It’s the main driver of the uptick in spending.”
We’ve looked at a few of these like SpiNNaker - long time talk about 3rd generation of neural networks, spiking neural networks, aims to bridge the gap between neuroscience and machine learning, using biologically-realistic models of neurons to carry out computation. Still far from production but interesting to watch nonetheless.
a trend to watch - are CIOs more about keeping lights on as the Chief Digital Officer role becomes more next-gen and strategic?
is deep learning coming to an end, what’s next - reinforcement learning?
another reminder why 2FA (two factor auth) with text is not as secure as you think - use an authenticator app or go passwordless/decentralized with @HyprCorp -Motherboard has identified a specific UK bank that has fallen victim to so-called SS7 attacks, and sources say the issue is wider than previously reported.
recap of JPM 55 page report on blockchain agreed on comment that blockchain “unlikely to re-invent the global payments system”, but I’m still a strong believer in supply chain efficiencies
In public, executives wring their hands over automation’s negative consequences for workers. In private, they talk about how they are racing to automate.
Azure cloud drawing in retailers and growing at 70% + clip to $2.85 billion in revenue and pay attention to Slack competitor, Teams, claims 89 of Fortune 500 now vs 65 for Slack
almost at $30 billion annual run rate, growing 45% quarter over quarter to $7.4 billion in revenue - “AWS isn’t growing as fast as Microsoft Azure, but it still dominates cloud infrastructure and produces most of Amazon’s profit.”
workflow and automation, moving beyond files, everyone is going there, Box, Dropbox from files and app players like Microsoft with Flow and Google - TBD
By Ed Sim
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