Enterprise
Building a more automated, more secure enterprise


Every company is becoming a software company.
Every business will be in the data business.
Building the Automated Enterprise
Thesis
AI is a platform shift that will transform apps, infrastructure, and hardware:
Automation is becoming more critical within and across business functions
Proprietary data is the new unfair advantage
“Work” is evolving
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SEE ALL APPLICATIONS INVESTMENTSThesis
The shift from proprietary and vertically integrated to open source and interoperable architectures means:
Platforms are automating code and enabling business users to become developers
Operations is becoming more important for business and engineering functions (e.g., Data Ops, ML Ops, DevOps)
The best in-house tools are being made available to the many
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See All DATA PLATFORM INVESTMENTSThesis
The need for ever-increasing cybersecurity will call for:
Securing cloud and hybrid infrastructure
Protecting personal data
Using AI/ML to reduce false positives and automate existing processes
Reducing human and hardware vulnerability
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See All SECURITY INVESTMENTSThesis
As we continue to ascend to the cloud, with proliferating SaaS apps and infrastructure:
5G will drive convergence of LAN and WAN networks
New compute architectures will arise (to replace X86, GPU architectures)
Scale-out architectures with proprietary software running on commodity hardware will proliferate
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See All INFRASTRUCTURE INVESTMENTSPoint of View
Confessions of an AI Investor
- Points of View
Cybersecurity: The Next Trillion-Dollar Market?
- Points of View
What I Look For in Founders
- Points of View
The Dawn of Self Driving Software
- Points of View
The Way to Design
- Points of View
The Decade of the CMO
- Points of View
The DevOps Landscape: Past, Present, and Future
- Points of View
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