Blog

  • 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.…

  • MuleSoft: Leading the Next Frontier of Enterprise Disruption

    Today, more than ever before, enterprises are buying software from multiple vendors and have started to shift their applications to the cloud. At the same time, enterprises are adopting new infrastructure components such as databases and storage paradigms. Amid this proliferation of cloud applications and next-generation infrastructure components, enterprise developers and IT groups are faced with the daunting task of integrating them all with existing on premise infrastructure and…

  • 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…

  • SaaS 3.0:  Big Data that Delivers

    Have you heard of BloomReach? They’re building something big—big data marketing applications, to be exact—and today they announced a $25 million round led by NEA with return backers Lightspeed and Bain Capital Ventures. And while I suspect this company will become a very big story in its own right, this investment also feels like part of a bigger story for NEA, and I’d like to share it. When we invested in Salesforce.com just under a decade ago, our thesis was that…

  • The new opportunity for PaaS vendors: cloud services curation

    Note: this post was originally published as a guest column on GigaOm on Sept. 15, 2012 The many benefits Platform as a Service (PaaS) bring to the enterprise are well known and well publicized — chief among them the ability for developers to build applications faster than ever before. But as this space begins to mature, a new opportunity is emerging for PaaS players that could broaden their reach and amplify their strategic impact within the technology landscape: cloud services…