Tag Archives: Cloud

Apr. 23, 2013 SVForum PWC Talking SMAC

SVFlogoJanmohamed Arif Lee Peter Pierson Stanley Raghavan Rajan Young Jasmin

On Tuesday, April 23, 2013 in Palo Ato at Pillsbury, SVForum presented the PwC Quarterly Venture Breakfast topic “Forecast for 2013 & Beyond: Cloudy with a Chance of…” Stanley Pierson of Pillsbury moderated panelists Arif Janmohamed of Lightspeed Venture Partners, Peter Lee of Bessemer Venture Partners, Rajan Raghavan of The Fabric and Jasmin Young of PwC. They discussed how businesses to will have to create hybrid clouds to keep up with huge amount of data generated by consumers on their mobile devices. They also discussed the confluence of SMAC (Social, Mobile, Analytics and Cloud). SMAC is the ability to process who a person is, where they are and what they are doing. Combined with the low cost of cloud computing, this combination will drive growth over the next few years. The opportunities are in helping businesses with integration, security, storage and analytics.

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Copyright 2013 DJ Cline All rights reserved.

Apr. 10, 2012 SVForum PWC

On Tuesday April 10, 2012 in Palo Alto at Pillsbury Winthrop, SVForum presented the SVForum Quarterly Venture Breakfast with Pillsbury Winthrop and PricewaterhouseCoopers. The topic was of course “The Cloud.” Stanley Pierson of Pillsbury Winthrop moderated panelists Osman Ahmed of Scale Venture Partners, Steven Bengston of PwC, Aaron Jacobson of NEA and Peter Lee of Bessemer Venture Partners.

After Bengston gave his quarterly report on the growing concentration of venture capital in Silicon Valley, the panel discussed the cloud going mainstream. SAP bought Success Factors, IBM bought DemandTec and Oracle bought Taleo. Amazon continues to expand its cloud services to startups that want to scale quickly. As an example, Facebook paid a billion dollars for Instagram, a photo app company of twelve people that reached 30 million users in about a year. While not all deals will be as lucrative as Instagram, opportunities in the cloud exist in the enterprise, consumer, mobile, security and health sectors.

Copyright 2012 DJ Cline All rights reserved.

Oct. 20, 2009 SDF PWC

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On October 20, 2009 at Pillsbury Winthrop in Palo Alto, SDForum held the Quarterly Venture Breakfast Series in collaboration with PWC. Sylvia Burks of Pillsbury Winthrop moderated panelists Savinay Berry of Granite Ventures, Jim Lussier of Norwest Venture Partners, Ho Nam of Altos Ventures, Prashant Shah of Hummer Winblad and Danny Wallace of PricewaterhouseCoopers.

Danny Wallace of PricewaterhouseCoopers kicked off the meeting with an analysis of where investments went over the past year in biotechnology, industrial energy, software, medical devices and media/entertainment. Basically the level of investment is where it was back in 1996. The consensus is that the economy has hit bottom and may be recovering slowly.

Enterprise software burst with dotcom bubble mainly because so few packages were actually implemented. The need for enterprise services is still there and may be met with software as a service (SAAS), cloud computing or just plain web services. Larry Ellison of Oracle appeared in video clip disparaging anything called “cloud”. Even the panelists were skeptical. Your elevator pitch must explain what it does for an enterprise not just that it takes place in the cloud. Large companies will still try to run in-house clouds but smaller companies can quickly benefit from pushing their IT functions into the cloud. IT managers will manage platforms and data rather than hardware. Over time the costs and benefits will be obvious and most companies will outsource their IT the way they outsource their electricity. Develop a product or service that is sticky for users and does not require begging for scarce resoures from an inside IT department. Offering reliable security is solid selling point.

As Apple’s continued success shows, a good idea or service can triumph in bad times. A good idea can grow a company or create a new industry. They did not wait for a recovery. They started their own.

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Copyright 2009 DJ Cline All rights reserved.