Evan Goldberg of NetSuite: 3 decades and 2 platform shifts

Evan Goldberg of NetSuite: 3 decades and 2 platform shifts

Evan Goldberg co-founded NetSuite in 1998 with a five-minute phone call to Larry Ellison when his "graphics stuff" wasn't going great. He pioneered cloud computing before SaaS existed, sold to Oracle for $9 billion, and stayed at the helm for a decade more. Now at 40,000 organisations and $4 billion ARR, Evan has presided over two tectonic platform shifts and says AI dwarfs both. Recorded at Hg's 'Office of the CFO' dinner in New York back in February, Goldberg explains why autonomous close agents that find exceptions while you sleep are "never going back" territory, his perfect metaphor for why AI still needs integrated data ("cell phones don't help you speak French"), and why customers "have no interest in becoming ERP hobbyists." He reveals he quit Oracle for MIT's AI lab 30 years too early, why mixing deterministic systems with probabilistic AI is the answer, and his tactical advice for founders: step back from strong growth numbers to spot destructive trends, then make painful changes even if they crater quarterly results. From a coffee-stained computer to global success, this is founder wisdom about building companies that last through multiple technology revolutions.

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Episoder(62)

Patrick Debois on why context is the new code: A conversation from the Hg Digital Summit

Patrick Debois on why context is the new code: A conversation from the Hg Digital Summit

The inventor of DevOps explains why AI needs engineering rigour and human collaboration. The engineer who coined "DevOps" in 2009 thinks he is watching the same pattern play out again, only faster. I...

28 Mai 30min

Jonathan Sanders, CEO of Light: fear is not a strategy

Jonathan Sanders, CEO of Light: fear is not a strategy

When Jonathan Sanders pitched Light to investors, the reaction was unanimous: rebuilding ERP would take a decade and a hundred million dollars. He did it in two years, with AI at the core. Today Light...

15 Mai 54min

Marjorie Janiewicz of Mistral AI: flipping the adoption curve - why SaaS with data can win in an AI world

Marjorie Janiewicz of Mistral AI: flipping the adoption curve - why SaaS with data can win in an AI world

Marjorie Janiewicz has sold enterprise software through every platform shift for three decades: Oracle, MySQL, SAP, MongoDB, HackerOne. Now as Chief Revenue Officer at Mistral AI, she's taking a Frenc...

17 Mar 51min

The race for alpha: Varun Anand of Clay on inventing a new role and why GTM needs a new AI strategy

The race for alpha: Varun Anand of Clay on inventing a new role and why GTM needs a new AI strategy

Most B2B software founders don't spend four years working on presidential campaigns. Varun Anand did - on Hillary Clinton's 2016 run - and he argues that startups and political campaigns share the sam...

3 Mar 22min

Everything, everywhere, but not all at once: Hg’s Matthew Brockman on what's really happening in software right now

Everything, everywhere, but not all at once: Hg’s Matthew Brockman on what's really happening in software right now

In this rare internal conversation, Matthew Brockman, Hg's Chief Investment Officer, offers an insider's view on what's actually working versus what's still hype. Far beyond speculation, this is priva...

20 Feb 38min

A certain level of chaos is healthy: Franz Faerber on fighting bureaucracy and the importance of deep domain knowledge in AI

A certain level of chaos is healthy: Franz Faerber on fighting bureaucracy and the importance of deep domain knowledge in AI

Franz Faerber, co-founder and CEO of Everest Systems and former architect of SAP HANA, challenges Sam Altman's vision of throwaway software, arguing humans crave stability, while making the case for w...

17 Feb 52min

The corporate immune system: Google Cloud's Daniël Rood on building Europe's first AI team

The corporate immune system: Google Cloud's Daniël Rood on building Europe's first AI team

Daniël Rood, director of AI go-to-market at Google Cloud, offers a masterclass in navigating transformation from inside a tech giant. Building Google's first European AI team when gen AI was still "a ...

16 Jan 27min

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