Why Enterprise Software Remains the Safest Bet in a Volatile Market
When public markets swing and consumer tech stumbles, enterprise software keeps compounding. Here is why we keep doubling down on the category.
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The Next Decade of Cloud Infrastructure: Layers Still Being Built
Migration is largely done. What enterprises need now lives above the hyperscaler — and that is where the decade-long opportunity sits.
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What We Look for at Series A: Signal vs. Noise in Enterprise Deals
The pitch deck says ARR. We want to see net retention, sales cycle, and why the first five customers renewed. Here is what separates signal from noise.
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Platform Consolidation in DevOps: Why Fragmentation Is Ending
Five years ago, every DevOps team ran fifteen tools. Buyers are exhausted. Consolidation is not a trend — it is the only rational outcome.
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Data Lakehouses Hit Their Stride in Enterprise Adoption
The architecture debate is settled. The implementation reality is messy. Here is what we are seeing across our data infrastructure portfolio.
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Security and Compliance as Product: A Shift Worth Betting On
When compliance becomes a sales motion rather than a legal overhead, the companies selling it change shape entirely. We like that shape.
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Kubernetes Beyond the Hype: What Enterprises Actually Deployed
The K8s wave crested. What is left is not disappointment — it is actual production workloads, and they create different investment opportunities.
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The Founder-CTO Relationship in Enterprise Software Startups
In enterprise, the CTO is often the first sales engineer. That dynamic shapes the early product, the team, and eventually the limits of the company.
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Cold Storage Economics and the Compliance Drivers Reshaping Archival
Retention mandates are getting longer. Storage costs are not dropping fast enough. That gap is a business — and we backed one of the teams closing it.
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Low-Code in Regulated Industries: Why It's Not Just for SMBs Anymore
Healthcare and financial services are the last frontiers for low-code. The audit trail requirements are the key — and the right product solves them head-on.
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