Founder @ Black Swans | Silicon Valley's Top Strategist | Leader of Open Source Software Movement
Welcome to the “Big 4” era of cloud. It's hard developing and being agile on quicksand but that is what you need to do for this disruption. Startups are finding traction with tooling, infrastructure, and various approaches at the application layer says latest note from Greylock's Jerry Chen and Jason Risch on state of funding right now. CISOs and data teams leveraging GenAI across cloud data platforms point to "the need for a new approach to cloud data security to ensure protected information such as regulated data and core IP is not ingested into AI models." Security is looking to AI agent approaches to revolutionize SOC, identity, and improve remediation in apps and infrastructure. Market shifts like this are super-disruptive and can be meteoric in scope. I was in SF a lot of years ago with Jerry and Nima Badiey one night for hours talking about that last transformation to the cloud -- I weighed in on all those "Black Swans" circling for the win all around us. It was not lost on me that being with those two while wearing the Heroku / Salesforce badge was kind of ironic considering where they were at the time (and had technologies that were far more challenging than I let on!) The infrastructure, tooling and staying out of the muck of it all was the key then and now. They are who you listen to in Silicon Valley this time. Great post. Go read it here: https://lnkd.in/gXpAkziA #VC #greylock #nvidia #genai #tooling #developer #ciso #blackswans
