Blog

  • NEA & MuleSoft: The Rise of Application Networks

    The largest transformations in the world economy have often been the result of network effects. Throughout human history, remarkable progress has been made by networks: railway networks in the 1800s; telephone networks in the 1900s; computer networks in the 1980s; internet networks in the 1990s; and social networks in the 2000s. Networks are so powerful because every new node within a network increases the value of the entire network since the data and capabilities of that new node are…

  • You Should Make an App for That

    I remember listening skeptically to a talk at MIT by a young Mitch Kapor describing how he was going to take on VisiCalc with an even better “graphical spreadsheet” that was going to be so fast and expressive that people would go beyond way bookkeeping and “build really interesting models and do all kinds of business analysis.” It was late 1981—IBM had just introduced its first PC to compete with the Apple II—and just a few months later, Mitch and Jonathan…

  • Data Performance Management: Unlocking the Enterprise’s Greatest Asset

    As buzzwords go, “Big Data” has jumped the proverbial shark. The term is so rampantly overused (and misused) that it has virtually no meaning at all. That’s not to say, however, that there aren’t some highly compelling investment opportunities if you can manage to cut through the bull. We’ve backed a number of “big data” plays in recent years, both in infrastructure (e.g. MapR, Databricks) and applications (e.g. Lattice Engines, Conviva). And today we…

  • FusionOps:  Moving the Modern Supply Chain to the Cloud

    Work It Harder. Make It Better. Do It Faster.  (Daft Punk, 2001) We are excited to announce our investment in FusionOps, the leader in cloud-based supply chain analytics.  Over the past several years we have watched waves of innovation crash upon the incumbents of traditional industries— since 2000, only 52% of the Fortune 500 have survived and the pace of disruption is accelerating.  Apple has not only become the largest mobile phone, tablet, and PC manufacturer, but it…

    • March 16, 2015

    Reimagining The Network For A Hyper-Converged Infrastructure

    Note: this post was originally published as a guest blog on TechCrunch on March 14, 2015 You’re only as strong as your weakest link, and that’s the Internet’s biggest problem today. For more than two decades, the very backbone of the Internet — the network — has subsisted in the shadows, pinned beneath the weight of a fast-growing Internet economy and a powerful cohort of incumbents with much to lose. Since the early days of SaaS, the tech world has set an…