Blog

  • By the Numbers:  A Big Deal for Big Data as Monsanto Buys Climate Corporation

    Today’s announcement that Monsanto will acquire Climate Corporation for about $1B is a big deal for many reasons: by the numbers, it’s one of the year’s largest M&A transactions for a venture-backed company, coming from a sector few would expect and a buyer far afield of the ‘usual suspects’ for a tech acquisition of this size. The company is an outlier, in almost every sense of the word. Through several rounds of financing and some very graceful pivots,…

  • Cloud Service Architecture Will Power New Era Of Intelligent, Automated Applications (Expanded)

    Following is an expanded (longer) version of Pete Sonsini's recent guest post on TechCrunch, highlighting several companies that are (or could be) playing an early role in the shift to automated, intelligent applications. The new way of the world for most web software development is the assembly of applications from cloud based APIs. Developers are saving loads of time by pulling in various cloud services and focusing their attention on the novel business logic of their solution.…

  • Mind The Gap

    There is no question that Big Data is, well, big. In just about every market domain, there are efficiencies, insights and new business to be had by doing the right kind of analysis on an increasingly vast collection of underlying multidimensional data. The emphasis here is on the right kind of analysis. You can have the biggest, baddest big data infrastructure that can happily munch through brontobytes and be monstrously inefficient (or useless, or worse) if you don’t have the right…

  • Enterprise Cloud Adoption:  Are We There Yet?

    Several years back, a colleague asked if I thought cloud computing would ever ‘live up to the hype.’ I remember replying that we’d look back in 10 years and say the opportunity was much, much bigger than the hype. The move to the cloud is the most fundamental technology shift I’ve seen in my investing career—and shifts of this magnitude are rarely quick, and never painless. Inevitably, somewhere between euphoric inception and long-awaited realization, the shine…

    • April 2, 2013

    Software Defined Networking (SDN): What will it take for widespread adoption?

    Once the purview of consumer-facing companies like Google, Amazon and Facebook, access to information—anywhere, anytime, and from any device—is increasingly required from enterprises of all sizes. Widespread adoption of mobile devices, a growing volume of rich content and higher bandwidth rates in both 3G/4G mobile and wired networks have only accelerated this demand. Of course, the precise level of demand varies greatly over time and across users and applications. For computing,…