'There will be a lot more pain to come for open source and dev tooling/infra companies in the next 12 months, but it’s awesome to also see real winners emerge crossing the hard to crack $100M ARR mark.'

Great read on the devtools/infra market by Ed Sim.

whatshotit.vc/p/whats-in-ent…

Al, Al, Al - 2017 + some cloud

Was catching up with an institutional LP yesterday, and we discussed our initial Fund IV deck back in 2017, so I took a walk down memory lane.

Amazing how things in the enterprise just always revert back to mean...

Agents, workflows all over

🔥 Hot off the press: “What's 🔥 in Enterprise IT/VC - Issue #394”

Let's go - great to see developer first infrastructure startups like Vercel + Harness cross the $100M ARR mark - what's next?

whatshotit.vc/p/whats-in-ent…

👇🏼 this is the future - learn how to build AI agents and agentic workflows with this first of its kind course with Andrew Ng + João Moura

You’ll be up and running with your own crewAI in no time!

👇🏼 this is simply awesome - democratizing AI agents for everyone with a new course from Andrew Ng + João Moura built on crewAI!!!

Get started now - it's that easy, addictive, + powerful. Create your own crew now

What a great group and met a few more founders who just moved from west coast and Israel. Momentum building!

This is HUGE! Oracle is officially moving from Terraform to OpenTofu in their product. AND they force their customers to move to the new version until the end of this quarter to force not using Terraform anymore.

lnkd.in/g6wVpVDY

jacknaglieri.substack.com/p/gen-ai-revol…

Special shout out to Ed Sim for his great post on RS-AI.

The blog also mentions Dropzone AI Decibel Culminate and Panther

5 slots remaining at Miami 🏝️ Enterprise Infrastructure Meetup tonight brought to you by boldstart ventures and friends at InCountry MaintainX and sponsored by J.P. Morgan

DM me with your LI profile and company name and hope to see you tonight

Eliot Durbin Chris Turlica Peter Yared

More on the AI/ML 🐐

🔥 Hot off the press: “What's 🔥 in Enterprise IT/VC - Issue #393”

Top 10 Takeaways from the RSA or RS-AI 🤖 Security Conference

whatshotit.vc/p/whats-in-ent…

RIP investment legend Jim Simons

Also the original AI/ML 🐐

Lots of aspirational goals about building the $100M revenue, 10 employee AI company but what about $23.3M annual profit per employee 🤯

a.co/1RX4fK1 a.co/58qSJsP

fun times talking Inception investing, seed and crewAI

Jack Altman Eliot Durbin