Theory Ventures

“So I think you'll see quite a lot of consolidation in the next couple of quarters.”

“The one school of thought, what would you call classical, is that it's better for the organization to have less data if the data is all correct. And it's very easy to misinterpret data. There's there needs to be a lot of education on statistical significance o…”

“Because the clouds themselves, you look at Redshift in the buyer's mind has really fallen behind in the next generation cloud data warehouse.”

“We think that the next generation architectures look like that, at least for handling very simple tasks.”

“RPA, our analysis shows that a lot of the existing robots that are, about 40% of the existing robots deployed in RPA are broken, and that's either because the human process changed, Or the software underneath it changed.”

“We just invested in a company that's automating security analysis for the average enterprise of 75 security products. Each of those security products produces Alerts about 5000 to 7000 alerts per company per day. Less than one percent are reviewed.”