Condensing the Cloud
Battery Ventures, Brandon Gleklen, Danel Dayan, Max Schireson, Jack Mattei, Neeraj Agrawal, Patrick Hsu, Sudhee Chilappagari, Evan Witte, Scott Goering, Payal Modi, Marcus Ryu, Lior Mallul, Michael Hoeksema, Joe ChernovCloud-computing insights, from up and down the tech stack, brought to you from Battery Ventures.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 38 | Subscribers | Read | batteryventures.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From LLM Wrappers to RL Sculptors: The Dawn of Reasoning AI
Over the past decade, AI moved from analytical AI to generative AI. We are now entering the reasoning AI era, with goal-seeking systems that think iteratively, self-correct and handle long-horizon tasks.
Kingdoms and Courts: The “Windsurf Effect” and How We Get Back to Normal in Tech M&A
The tech world has been buzzing this summer over the new wave of giant, AI acquihire deals in which a large technology company—Google, OpenAI, Meta—spends billions to acquire a startup’s key executives, and often some intellectual property,...
Designing an AI-Native Marketing Team: A Guide for Founders
As we enter the AI era, early-stage companies enjoy a significant advantage when building their marketing teams. There’s no legacy martech stack to untangle, no complex integrations powering cross-functional workflows to break, and few mark...
AI Finally Gets Top Billing in the Battery Ventures Tech Spending Report
All eyes are on the cloud. According to our most recent State of Enterprise Tech Spending report, companies have reached a tipping point in planned cloud infrastructure investments, with 73% of CXOs reporting their organization is accelerat...
Authors
The writers behind this newsletter.
Investing in technology companies globally since 1983 with offices in Boston, San Francisco, Menlo Park, New York, London and Tel Aviv.
Principal @ Battery Ventures
Investor @ Battery Ventures in NYC focused on early- and growth-stage companies across sectors
Cloud Investor since 2000
Investor at Battery
Product-led VC @ Battery Ventures
Business Development & Community @ Battery Ventures
BD Partner @ Battery Ventures
Partner, Battery Ventures. Co-founder and former CEO of Guidewire Software (NYSE:GWRE)
VC - Focuses on early- and growth-stage investments
Investor at Battery Ventures, excited about software for every industry
EIR @ Battery Ventures. 3x CMO, most recently CMO of Pendo. Led the content marketing function at HubSpot and Eloqua, through each company's IPO.
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