Remove culture Remove incumbents Remove technology
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Why We’re Looking to Fund Stuff With More Meaning

Both Sides of the Table

They point out perceived market risks, they might question the management team’s experience, they might worry about regulatory risk or incumbent competitive powers. One such theme was “water conservation” and we morphed it into a broader theme of agriculture technology or “ag tech” for short.

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Data-driven iteration helped China’s Genki Forest become a $6B beverage giant in 5 years

TechCrunch

China’s e-commerce and industrial ecosystem is as different from the Western world as its culture. Incumbent giants therefore could lose a sizable chunk of market share if a company could just manage to weave together China’s manufacturing proficiency and agility with the modern tech startup philosophy of “moving fast and breaking stuff.”.

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Bringing AI to the Masses

Andreessen Horowitz

The technology just wasn’t there. You can actually look at a lot of social networking technology as if it’s almost an alternative to AI. Everyone has their own special technology that they can add to the models. I remember trying to build some AI products in college, and it was just very difficult.

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CoreWeave, a GPU-focused cloud compute provider, lands $221M investment

TechCrunch

But it pivoted within the last several years to general-purpose computing as well as generative AI technologies, like text-generating AI models. ” It’s tough for any cloud provider to compete with the incumbents in the space — i.e., Google, Amazon and Microsoft. . For perspective, AWS made $80.1 billion and $26.28

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Opportunity Amid Volatility

Haystack

Add to the mix that many foreign countries’ economies shift away from or toward natural resources, so we see massive direct and indirect investment into technology. They’ll have to back up the truck for their best companies, take acquisitions off the table, and go right after the incumbents head-on.

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The Breakout Tech Company Of 2018

Haystack

As a result, we’ve seen both the rise of open-source networks leading to startups (a la Gitlab and Hashicorp, among others), as well as Docusign- and Slack-inspired freemium models designed to grow within groups at companies.

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Alation bags $123M at a $1.7B valuation for its data-cataloging software

TechCrunch

The way Sangani sees it, most corporate leadership wants to build a “data-driven” culture but is stymied by tech hurdles and a lack of knowledge about what data they have, where it lives, whether it’s trustworthy and how to make the best use of it. Alation’s platform organizes data across disparate systems. .”