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What's Hot in Enterprise IT/VC - Issue #93
last week I wrote about Google Titan and 2FA (two factor authentication) and how this was going to help push more mainstream, this week Cisco is buying Duo Security for $2.35b so this trend is skyrocketing for sure; Emergence Cap shares their 5Ms in terms of what they look for in startups; a deep dive into Masayoshi Son and the strategy behind the Softbank Vision Fund; thought provoking read on one of longest bull markets in history and why this may end
great read on what Emergence Capital looks for when funding an early stage cloud/SaaS app company - amazing track record with Box, Zoom, and Veeva
from my perspective time to start building and investing, overhyped to start and will be strong in a few years - “Corporate America’s love affair with all things blockchain may be cooling.”
MSFT gaining market share, still way behind but growing
and how is Google Cloud catching up and what have they had to change to capture more enterprise customers.
agree or disagree?
another hit for Oracle and not the least bit suprising, valuation treading water over last 5 years, show how a once dominant incumbent can get caught off guard - cloud first and also open source - “As Amazon increasingly competes with Oracle in the cloud, the e-commerce company is moving off of Oracle’s databases.”
a big and overlooked problem for smart contracts that work on public chain, many regulated industries can’t have companies hold crypto
familiar names like Ansible, Concourse, Habitat, Kafak but newer ones like Helm and Pulumi
2FA is here and real - Cisco had been watching Duo Security from the inside as an investor for a while. And it was growing like gangbusters.
all about Masayhoshi Son’s long term vision, focus on huge outcomes, and encouraging portfolio collaboration, what’s next act with $100 billion in current fund?
The economic expansion and bull market are at risk from everything from interest rates and trade wars to soaring corporate debt. Here’s why.
always nice to have some differing opinions - from Paul Krugman - Beyond the technobabble and libertarian derp, what problem does this stuff solve?
By Ed Sim
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