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Good thing you've been building a SaaS business on the side


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I had a great discussion with
@patrick_oshag on the "Invest Like the Best" podcast about: Investing in enterprise software Enterprise software business models Unit economic traps Building software companies efficiently And much much more! Listen here: http://investorfieldguide.com/chetan/ pic.twitter.com/X3krzHMj8D
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IT infrastructure is a broad opportunity space, so lots happening everywhere. A couple of interesting portfolio companies: Confluent, CockroachDB, Pachyderm, Duffel, and Modern Treasury are just a few of the emerging "Super Infrastructure" companies. (Sorry to talk our book)pic.twitter.com/TUChva1HRR
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It's only appropriate to be wearing a Red Hat...pic.twitter.com/kzvTWw52gD
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Interesting to note that Salesforce's last private round was $47M at a $355M valuation in 2000. Its next financing was an IPO at $1.1B. In "Behind the Cloud," Marc Benioff (CEO & Founder) describes not wanting further dilution and changing to annual billing to generate cash:pic.twitter.com/sZnlRvC88L
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More detail from Comcast’s investor day on Jan 16: http://cmcsa.com/events/event-details/peacock-investor-meeting …pic.twitter.com/ucHJRg6mxa
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This is Nadella presenting in Oct 2014, just a few months after becoming CEO, in front of an image that says "Microsoft
Linux"
Amazing how much they've done since then!pic.twitter.com/tfqoeQ7GyP
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