Nikesh Arora (mentioned)

Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year

7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…

Sep 16 • The Scuttlebutt

Phin Barnes: mega VC firms are index funds whose partners work to deployment quotas

8 takeaways: Why he says a firm's quota sets the round size, what would force neocloud markdowns, and the case for software going back to subscription…

Sep 2 • The Scuttlebutt

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