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What's Hot in Enterprise IT/VC - Issue #53
all about corporate earnings this week and AWS and MSFT blowing past estimates on cloud revenue; must read on SaaS company metrics, and thought provoking piece on balance between revenue numbers and scale
solid benchmarking data from Matrix and Pacific Crest/Keybanc from over 400 cos surveyed
so agree; need balance of steady growth and scale as you get bigger, lots of cos stuck at $100mm with no exit potential
standard refrain from the big banks, short on cryptocurrency, long blockchain; in UBS case Hyperledger Fabric
China is cranking on quantum and investing $ billions, we cannot afford to fall behind as a matter of national security
the ongoing race for AI Talent - will need to train more people to satisfy demand - Nearly all big tech companies have an artificial intelligence project, and they are willing to pay experts millions of dollars to help get it done.
Google unveiled software aimed at making it easier for scientists to use the quantum computers in a move designed to give a boost to the nascent industry.
impressive! - Amazon shares soar after massive earnings beat, AWS grew 42 percent in Q3 to $4.58 billion revenue and profit of $1.17 billion
Microsoft up big as well as cloud computing division exceeds $20b run rate for year
congrats to BigID which is citied in multiple categories in Forrester Research’s list of the 10 hottest data security and privacy technologies.
By Ed Sim
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