The hottest Enterprise Software Substack posts right now

Sierra is an AI agent platform focused on building customer-facing AI interactions. It aims to take over all customer communications for businesses, starting with support.
The success of Sierra could influence how other AI startups are viewed, especially those targeting the enterprise market. If Sierra struggles, it might signal challenges for similar companies.
Sierra has a solid foundation with experienced founders and strong funding, but it faces risks like change management and vendor lock-in when companies consider using its services.

Tribe Capital uses data science and AI for successful venture capital performance.
Successful investments in generative AI focus on product-market fit and distribution advantages.
The future of generative AI will see coexistence of open-source and closed-source distribution models.

AI spending is still worth it because it can help big cloud providers move data to their services. This could open up a big opportunity for revenue, making the investment seem less risky.
Most of the useful AI work happens behind the scenes and isn't visible to the public. This means many people might underestimate how much AI is actually helping businesses already.
Companies are really committed to using generative AI and are treating it as a top priority. This commitment means we'll likely see more successful projects in the future.

Consultants are not effective for improving productivity with AI. Companies need to experiment with AI internally to find what works best for them.
The upcoming Apple AI is not as advanced as what will be available soon. This could mislead users into thinking they understand how AI can impact their work.
AI is a general-purpose technology that will reshape various industries. It takes time for it to become widely effective, so companies should prepare now for its future capabilities.

Common Prosperity in China aims to balance wealth distribution without sacrificing overall prosperity.
Chinese SaaS companies face challenges like low retention and high sales costs compared to US counterparts.
Tech Buzz China Insider offers in-depth analyses on China tech for serious enthusiasts through a premium subscription.

Get a weekly roundup of the best Substack posts, by hacker news affinity:

Payment applications need to focus on serving users well, not just at a large scale.
Design documents are crucial for creating software that aligns with the needs of the payment domain.
Building payment applications requires careful planning and considerations due to the complexity of handling transactions and data.

Oracle wants to make the cloud more accessible and open for everyone. They believe it's important for all companies to have equal access to cloud technology.
They are pushing to enhance the use of generative AI in business applications and are working on new tools for industries like healthcare.
Oracle has set an ambitious target to grow their company by $15 billion in three years. They want to stand out among big cloud providers like AWS and Google Cloud.

Platform Engineering teams help improve developer efficiency by unifying tooling and documentation.
Enterprises need to focus on making developers more efficient due to a predicted shortage of 4M developers by 2025.
Platform Engineering is gaining more budget allocation as it reduces costs through efficiency and improves velocity.

Understanding the differences in enterprise software markets between China and the US can offer valuable insights into market trends and opportunities.
SheIn's rapid growth and high valuation in the fashion industry despite secrecy around its financials highlights the importance of marketing ROI and product range.
The NetEase Music IPO and its focus on livestreaming, along with the founder's love for music, showcase the diversity of industries and interests in the tech world.