What's Hot in Enterprise IT/VC

Ed Sim
Ed Sim's (@boldstartvc) weekly readings and notes on enterprise VC, software, and scaling startups
Created 17 Jul 2019
  • What's 🔥 in Enterprise IT/VC #264
    20 Nov 2021 • 5 min read
    Aloha 🍹 from the Lobby: Enterprise conference where I had the chance to hang out with a great group of enterprise founders and investors and have some fascinating discussions on the state of investin...
  • What's 🔥 in Enterprise IT/VC #263
    13 Nov 2021 • 2 min read
    In the last month, my twitter feed has experienced an epic takeover of tweets around web3, DAOs, and the metaverse. Many enterprise investors who were all in on dev tooling just weeks ago are now full...
  • What's 🔥 in Enterprise IT/VC #262
    06 Nov 2021 • 4 min read
    The moment all of us in open source and infrastructure land have been waiting for is finally here…HashiCorp filed its S-1 and with that we get a peek at the playbook for building a killer OSS company....
  • What's 🔥 in Enterprise IT/VC #261
    30 Oct 2021 • 4 min read
    While this week seemed to be all about Meta, the big ☁️ stocks did not disappoint as growth is still accelerating. muji @ hhhypergrowth @hhhypergrowth Nevermind I am going to beat @jaminball to the pu...
  • What's 🔥 in Enterprise IT/VC #260
    23 Oct 2021 • 3 min read
    As I’m writing this from 30k feet enroute to Miami for some meetings with enterprise founders, yes, enterprise founders, I wanted to take this time to 🙏🏼 all of you for reading, listening, and shari...
  • What's 🔥 in Enterprise IT/VC #259
    16 Oct 2021 • 2 min read
    Once upon a time, the word was that you could not make money in venture selling to developers. Well, it’s been an insane past couple of years with IPOs of Datadog, now at a $48B market cap and Gitlab ...
  • What's 🔥 in Enterprise IT/VC #258
    09 Oct 2021 • 4 min read
    Q3 was another record breaking quarter for global venture funding as it hit over $158B (CB Insights). To give you an idea of what this number means, Dan Primack from Axios says: That's more than doubl...
  • What's 🔥 in Enterprise IT/VC #257
    02 Oct 2021 • 1 min read
    As you know, I like reading the tea leaves and learning from investor day presentations and earnings transcripts from the leading enterprise software companies to get a glimpse of the future. Along th...
  • What's 🔥 in Enterprise IT/VC #256
    25 Sep 2021 • 4 min read
    Congrats to FreshDesk, a customer support platform, on its massive IPO, now worth over $12B, and also creator of over 500 millionaires in India 😲! However, the big news this week is Greylock’s announ...
  • What's 🔥 in Enterprise IT/VC #255
    18 Sep 2021 • 5 min read
    What a huge week for product led growth, including developer first and open source! First we have Canva raising at a $40B valuation 😲 and now GitLab filing its S-1 to go public. Before I dive into bo...
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