On Thursday June 13th at 10am Pacific time, Office Hours will host Erica Schultz. Erica is President of Field Operations at Confluent. Before that, Erica was CRO at New Relic, a $6.5b publicly traded observability company & EVP of Sales, Services, & Operations at LivePerson, & Group VP of SaaS for North America at Oracle. Erica has extensive...

One line of software can impact a billion rows of data. A short SQL statement can delete a table, reformat date into the US format, or compute the average quota attainment by account executive by region over a company’s history. As data has become a critical component of analytics & production systems, data engineers require more sophisticated...

Last week, public software markets suffered significant compression. MongoDB fell 24%; UIPath fell 36% ; Salesforce fell 15% ; Workday was down 11%. Weaker revenue projections tend to cause sell-offs. These large drops aren’t unprecedented. In 2016, valuations fell 57%. Is it different this time? Growth rates have changed meaningfully. The 25th,...

If I asked you, “When someone turns in a work assignment, how accurate is it? 80%, 90%, 95% or perhaps 100%?” We don’t think this way about coworkers’ spreadsheets. But we will probably think this way about AI & this will very likely change the way product managers on-board users. When was the last time you signed up for a SaaS & wondered...

NVIDIA’s growth is an index on the growth of AI. “Compute revenue grew more than 5x and networking revenue more than 3x from last year.” Data center revenue totaled $26b, with about 45% from the major clouds ($13b). These clouds announced they were spending $40b in capex to build out data centers, implying NVIDIA is capturing very roughly 33% of the...

For the past few days, I’ve been using the Mac ChatGPT app OpenAI demonstrated last Monday. It’s unquestionably the future of human-computer interaction. Conversing with a computer is much more natural than typing. Imagine speaking t a colleague with the entire internet at their disposal. But also a verbose colleague without much sense of social...