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I don't blog often, but when I do, I buy the domain names. 😜 TheNewMoats.com UnitOfValue.com VCrisks.com TheOnDemandEnterprise.com EvolutionOfCloud.com CastlesInThe.Cloud OpenSourceVsCloudCastles.com TheNewNewMoats.com
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Jerry Chen retweeted
Altara's early team reminds me of some of the strongest startups I've ever backed: super-strong, super-technical.
Some of Altara’s early technical team. I’m grateful to be building every day alongside incredible teammates who bring deep expertise at the intersection of AI and scientific research.
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Jerry Chen retweeted
Some of Altara’s early technical team. I’m grateful to be building every day alongside incredible teammates who bring deep expertise at the intersection of AI and scientific research.
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Jerry Chen retweeted
On my way to SF for @aiDotEngineer CODE, to give a talk and host the first ever Niteshift conference booth. Booth demos were a huge part of Datadog’s early GTM success (we’re an ex-Datadog founding team), because we did things a bit differently:
- Engineer staff: devs working directly on the product were the primary booth staff
- Demos, demos, demos — the whole goal of the booth was to give as many (great!) demos as possible. At one AWS re:Invent, I remember us giving 20k-30k demos out of a total of 60k for the conference in just a few days
- Demos are visually distinctive from 30 feet away and looked like nothing else on the market. Screens were oriented vertically.
- 5-8 minutes per demo, tightly scripted. Though since the engineers knew the product, we frequently went off script
- No chairs. Staff were always looking up and engaged, greeting passerby and looking eager to demo (yes, shifts were very hard work)
- Extended follow up questions handed off to an “expert” desk in the center of the booth to keep demos moving
- No one too senior to demo. Even as a VP managing hundreds of engineers (with a full schedule of customer meetings), I made time to demo every AWS re:Invent
- Integration logos: biggest objection was always “ok sick demo, but no way this will work with *my* stack” So, we had an integrations page with a wall of logos of every DB, queue, language, framework, cloud service out there (along with the actual integrations to back it up)
- Swag: everyone loved the purple Datadog t shirts. Insanely soft, so even if tech t shirts weren’t your vibe, they were great for the gym, as pajamas, or for giving to your partner. I still own about a dozen of these shirts.
At @niteshiftdev, we have to chart our own path, but the core principles remain. We’ve worked hard on our first set of booth demos and I have a suitcase full of the first ever NITESHIFT t-shirts. We are excited to share it with you all. Hit us up if you’ll be at the conference!
- Engineer staff: devs working directly on the product were the primary booth staff
- Demos, demos, demos — the whole goal of the booth was to give as many (great!) demos as possible. At one AWS re:Invent, I remember us giving 20k-30k demos out of a total of 60k for the conference in just a few days
- Demos are visually distinctive from 30 feet away and looked like nothing else on the market. Screens were oriented vertically.
- 5-8 minutes per demo, tightly scripted. Though since the engineers knew the product, we frequently went off script
- No chairs. Staff were always looking up and engaged, greeting passerby and looking eager to demo (yes, shifts were very hard work)
- Extended follow up questions handed off to an “expert” desk in the center of the booth to keep demos moving
- No one too senior to demo. Even as a VP managing hundreds of engineers (with a full schedule of customer meetings), I made time to demo every AWS re:Invent
- Integration logos: biggest objection was always “ok sick demo, but no way this will work with *my* stack” So, we had an integrations page with a wall of logos of every DB, queue, language, framework, cloud service out there (along with the actual integrations to back it up)
- Swag: everyone loved the purple Datadog t shirts. Insanely soft, so even if tech t shirts weren’t your vibe, they were great for the gym, as pajamas, or for giving to your partner. I still own about a dozen of these shirts.
At @niteshiftdev, we have to chart our own path, but the core principles remain. We’ve worked hard on our first set of booth demos and I have a suitcase full of the first ever NITESHIFT t-shirts. We are excited to share it with you all. Hit us up if you’ll be at the conference!
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Jerry Chen retweeted
Transitioning dev to the cloud is as inevitable as moving production to the cloud, but it’s going to take time, and we (ie @niteshiftdev and other providers) are going to have to win users over by simply shipping a better product. Can’t expect users to move for any other reason.
And I will say: what I do these days or chose not to do, has less to do with laziness or taste but just finding something that works and stick with it until it no longer does. I have made multiple attempts now with using cloud dev environments of various choices, including different sandboxing solutions and I just keep coming back to using my own infrastructure which I already have.
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Looks like the evolution of work is going from BYOC (bring your own computer/phone) to BYOA (bring your own agents). So who's paying for the tokens? 😂
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Jerry Chen retweeted
Agentic AI is moving from pilot to production. What does the stack need? Microsoft AI, Nous Research and OpenRouter weigh in, moderated by Greylock's @jerrychen at Ignite.
Register: msft.it/6014aAQyi
Register: msft.it/6014aAQyi
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Jerry Chen retweeted
Niteshift has always been cloud-only, which makes us a bit different than other tools out there.
Because of this focus, we’ve been able to handle the most complex environments and accelerate the work of top teams with cloud agents
Because of this focus, we’ve been able to handle the most complex environments and accelerate the work of top teams with cloud agents
Conductor Cloud users looking for alternatives have joined teams like @appliedcompute, @ListenLabs, and @ambrook in using Niteshift.
Many of you missed having a macOS app, so today we're launching Niteshift Desktop! We're also launching Campaigns for long horizon automations.
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Jerry Chen retweeted
Conductor Cloud users looking for alternatives have joined teams like @appliedcompute, @ListenLabs, and @ambrook in using Niteshift.
Many of you missed having a macOS app, so today we're launching Niteshift Desktop! We're also launching Campaigns for long horizon automations.
Many of you missed having a macOS app, so today we're launching Niteshift Desktop! We're also launching Campaigns for long horizon automations.
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Jerry Chen retweeted
Niteshift is magically ergonomic.
It just works. Sets up your dev environment, spins up previews and verifies its own work.
The engineering done by the Niteshift team is incredible and I can't wait for you to experience it.
It just works. Sets up your dev environment, spins up previews and verifies its own work.
The engineering done by the Niteshift team is incredible and I can't wait for you to experience it.
Conductor Cloud users looking for alternatives have joined teams like @appliedcompute, @ListenLabs, and @ambrook in using Niteshift.
Many of you missed having a macOS app, so today we're launching Niteshift Desktop! We're also launching Campaigns for long horizon automations.
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Quanton engine is a game changer for all @ApacheSpark users!
⚡ Quanton engine is really freakin fast. Here’s the receipt. Uber put out a blog that unpacks Quanton evaluation at production scale against OSS Spark and found it 4.7x-5.5x faster.
x.com/UberEng/status…
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Jerry Chen retweeted
More than 200,000 CPU cores power Uber’s data lake ingestion. At that scale, every efficiency gain counts.
Making better use of that compute means examining how Spark executes queries, moves data, and writes to growing tables. Accelerating one stage can leave other bottlenecks untouched.
Uber engineers are improving production workloads with native vectorized execution and evaluating new ways to accelerate write-heavy pipelines.
Explore the engineering choices behind those efforts, where the benchmarks showed gains, and what remains to be optimized.
Making better use of that compute means examining how Spark executes queries, moves data, and writes to growing tables. Accelerating one stage can leave other bottlenecks untouched.
Uber engineers are improving production workloads with native vectorized execution and evaluating new ways to accelerate write-heavy pipelines.
Explore the engineering choices behind those efforts, where the benchmarks showed gains, and what remains to be optimized.
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Jerry Chen retweeted
⚡ Quanton engine is really freakin fast. Here’s the receipt. Uber put out a blog that unpacks Quanton evaluation at production scale against OSS Spark and found it 4.7x-5.5x faster.
x.com/UberEng/status…
x.com/UberEng/status…
More than 200,000 CPU cores power Uber’s data lake ingestion. At that scale, every efficiency gain counts.
Making better use of that compute means examining how Spark executes queries, moves data, and writes to growing tables. Accelerating one stage can leave other bottlenecks untouched.
Uber engineers are improving production workloads with native vectorized execution and evaluating new ways to accelerate write-heavy pipelines.
Explore the engineering choices behind those efforts, where the benchmarks showed gains, and what remains to be optimized.
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Jerry Chen retweeted
Most cloud data platforms ask you to hand over your data, your cloud, or both. We don’t. Check out our platform guide!
The Onehouse Platform Guide covers everything from ingest to AI agents to pricing: Open tables. Your buckets. Your infra.
The Onehouse Platform Guide covers everything from ingest to AI agents to pricing: Open tables. Your buckets. Your infra.
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Jerry Chen retweeted
1/ A few thoughts on tonight’s election:
Voters made clear they demand a different kind of country. Americans want an economy that can compete globally and deliver for them at home.
And they made clear that they want leaders they can trust to fight for their constituents.
Voters made clear they demand a different kind of country. Americans want an economy that can compete globally and deliver for them at home.
And they made clear that they want leaders they can trust to fight for their constituents.
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Jerry Chen retweeted
On Monday, Cresta announced that it has entered into a definitive agreement to be acquired by Salesforce.
When Greylock Partners led @Cresta's Series A in 2019, co-founders @zaydenam and @timshi_ai were pioneering generative AI, long before the term existed, and using it to rience. @ping_wu joined the team in 2021 and became CEO in 2023, building on that foundation to scale an exceptional organization that serves companies like Marriott, Comcast, and Alaska Airlines.
Seven years later, I deeply appreciate the conviction, customer focus, and persistence behind Cresta’s journey. It has been a privilege to partner with Zayd, Tim, Ping, and with the many extraordinary people who have made this possible. Excited for more of their journey to be shared soon.
Together with Salesforce, the Cresta team has the opportunity to bring its platform and technology to many more businesses and their customers.
Congratulations to everyone at Cresta. All of us at @GreylockVC will be cheering you on in this next chapter.
When Greylock Partners led @Cresta's Series A in 2019, co-founders @zaydenam and @timshi_ai were pioneering generative AI, long before the term existed, and using it to rience. @ping_wu joined the team in 2021 and became CEO in 2023, building on that foundation to scale an exceptional organization that serves companies like Marriott, Comcast, and Alaska Airlines.
Seven years later, I deeply appreciate the conviction, customer focus, and persistence behind Cresta’s journey. It has been a privilege to partner with Zayd, Tim, Ping, and with the many extraordinary people who have made this possible. Excited for more of their journey to be shared soon.
Together with Salesforce, the Cresta team has the opportunity to bring its platform and technology to many more businesses and their customers.
Congratulations to everyone at Cresta. All of us at @GreylockVC will be cheering you on in this next chapter.
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Jerry Chen retweeted
My favorite stat from Menlo's State of Enterprise AI Report... Anthropic’s share of enterprise API spend increased from 40% to 55%, OpenAI’s from 27% to 31%, while Google’s fell from 21% to 9%.
This just in: Menlo Ventures’ 2026 The State of Enterprise AI report is live.
In 2026, enterprise AI spend skyrocketed 5.4x from $33B to $177B in a single year.
The full report covers how AI became an economy-scale force this year, and shows where the dollars are going, which d which models buyers choose.
More from @timt, @mejoff, @deedydas, and @derekgxiao: mnlo.vc/enterprise-ai-…
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It was a privilege to work with Martin, Rob, and the @chronosphereio team and a privilege to tell their story!
One of the biggest bets startup employees make is on the founder. That trust may not be tested until years later, when the company exits.
A startup can sell for billions, and the people who helped build it can walk away with vastly different outcomes.
During M&A negotiations, inveerent prices and have different return expectations.
The buyer has its own priorities. Employees don’t have a seat at the negotiating table, even when the deal could be a life-changing event for them. So much can come down to whether the founder has their back when they're not in the room.
In the latest Greylock Originals, @chronosphereio co-founder Martin Mao (@martin_c_mao )and Greylock Partner @jerrychen share what happened behind the scenes of Palo Alto Networks' $3.35B acquisition of the company.
00:00 The decision behind the headline
01:01 Why sell a fast growing company?
02:15 What makes an offer worth accepting?
03:36 "You only get one chance to sell"
05:18 A first-time founder vs. a Fortune 500 CEO
07:11 Who speaks for the employees?
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Markets are always changing but working with good people has always been the recipe for success (and fun!).
When we were deciding on which firm & partner we wanted to lead our seed, I spent an hour on the phone with @martin_c_mao on a Sunday
The next day I called @jerrychen and said LFG 🙂. Work with good people and everything else follows.
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