Pure Storage acquires Portworx

In today’s technology environment, storage vendors are often overlooked, taken for granted, and considered commoditized. Wall Street doesn’t show them much love, and their trading multiples are nothing to write home about. Storage is approximately a $24 billion market. The vendor landscape of five dominants includes Dell, NetApp, HP, Hitachi, and IBM, but their revenues are dropping fast….

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Can Snowflake forge a path to $50 bn?

Snowflakes fall from clouds. And in a multi-cloud world, one snowflake plans to rule them all. A $20bn snowflake is about to drop in the IPO market, creating its own thunderstorm, smack in the middle of a COVID-ridden summer. How will this company change the cloud database landscape? Can it make databases great again?

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Amidst pandemic, investors focused on resilience and adaptability

In my TechCrunch post, I discuss the fallout of the pandemic on the funding challenges. For the vast majority of startup founders who were planning their capital raise in Q1 2020, the COVID-19 blow was so dramatic and sweeping, we cannot see all its effects at once. One big question on the minds of most founders: How should we plan our next raise in terms of timing, valuation and amounts?

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Making the most of RSA 2020

Are the RSA VC schmooze sessions, after-parties and secret dinners mere distractions? Or are these an opportunity to close a deal? Which parties should you attend? How do you get in? And above all, what outcome are you working toward?

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