Perhaps the best thing about building with AI is that it doesn't argue with you

This just makes absolutely zero sense. There already isn’t a lack of supply in enterprise software. For any given category there are already dozens of choices. There are already funded and bootstrapped in every category. There are free and open sourced alternatives in nearly every category. So what is the limiting factor that drives spend to a handful of category leaders? Trust. Trust is in very short supply. How do I solve this problem for my employer in a way that does not introduce new risk and get me fired? Buyers are not buying just a software package they are transferring risk from them to the vendor. Software is a people business. I’m going on record that a burgeoning supply of dozens of new competitors will do little to change the dynamics of where money flows in enterprise software.

The amount of people who are prognosticating with supreme conviction about the future of the software business while seeming to have little to no experience building software businesses is approaching COVID level faux expertise.

Sharp’s Law of AI markets: any sufficiently large market will attract the attention of the model builders, so choose a large market but not too large

If AI can generate all these SDR emails why can't Superhuman filter them out?

We will look back at this time and recognize that DeepSeek was the tipping point on focus moving from training to real-time inference. Cost of intelligence is quickly marching towards zero.

If you’re a product person and you’ve never really done sales, I mean really done it, then a) you’re missing out and b) you’re living a theoretical life that isn’t grounded in reality. Life is a negotiation. And I don’t mean negotiating with engineering.

Excited to see @getmetronome unveil their latest updates in Metronome 2.0. We were an early adopter at @cribl_io, and Metronome is core to our cloud usage billing. The new capabilities are critical to new pricing structures we'll be rolling out next year. Proud to be an investor. Congrats to the team!

Was so much fun to chat with @jonfortt! We cover Cribl, my background, the data space, and more.

I’m so excited to share that Cribl has closed an oversubscribed $319M Series E round at a new $3.5B valuation, up 40% from our Series D just two years ago. The round was led by @GVteam in one of their largest ever investments, with participation from GIC, @CapitalG , @IVP , and @CRV . But that’s not all. GV partner and former GitLab CRO Michael McBride (@mcbmichael) is joining our board of directors. This is an incredible milestone for us and it goes to show that solving real problems for real users works really well! Since day 1, Cribl was built to help you unlock the value of all your IT and security data. We’re taking a different approach to data management, with vendor-agnostic products that resolve the tension between data growth (28% CAGR and growing!) and budget growth while giving you choice, control, and flexibility. We’re here for the critically important but often underserved IT and security practitioners who keep businesses running. And we’ll continue to innovate to meet your needs. Thank you to our customers, partners, investors, and all of the amazing goats who have supported and trusted us during this journey. Here’s to more incredible moments as we continue to succeed together! Read more about the announcement in my blog post: ​​cribl.io/blog/announcing-our…

Wonder how much of that is logging... Anecdata, but many of @cribl_io's largest customers and prospects are running logging installations on over 10k physical and virtual machines. Logging is the biggest application in the datacenter, maybe until AI takes off.

Solving your data challenges with Cribl vs trying to build everything yourself.

It's not! It's acceptable (and great) for everyone to be proud of being American! ♥️🇺🇲🇺🇲🇺🇲🎆🎇

The trial that Splunk brought against @cribl_io is over and the Court has largely sided with Cribl. Splunk's claims for patent infringement, violation of DMCA, and tortious interference were all dismissed. The Court has (once again) affirmed fair use for interoperability. And the Jury awarded Splunk $1 for Cribl's use of Splunk Enterprise for marketing purposes in violation of the Splunk General Terms and underlying copyright. A few key takeaways:  - Interoperability is fundamental to innovation and it's great that the Court has affirmed fair use for interoperability.  - There is no impact on our products. Our use of Splunk to ensure interoperability is protected under fair use and Cribl Stream will continue to be interoperable with Splunk Enterprise.  - The $1 awarded to Splunk is far short of their claim for $155 million in damages. With this behind us, we would welcome the chance to renew our partnership with Splunk, a great company with products our joint customers love. cribl.io/news/fair-use-wins-…

“How many GPUs did Jensen promise you?”

So proud to be a guest on @Joubinmir's @KPGrit podcast! Super fun conversation where we talk about the early days in Cribl's life, why I even wanted to start a company, and much more. Go listen! open.spotify.com/episode/04K…

Omfg just use a stopwatch. It’s been 20 minutes of no basketball.