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Steph Zhang
@steph_zhang
Growth investing @a16z
Joined January 2020
248 Following    1.4K Followers
Salesforce and HubSpot are supposed to be the least disruptable companies in enterprise software. @GioAhern, @aleximm, and I argue their databases aren't going anywhere — but a new layer is forming above them: the system of intelligence that reads, reasons, and acts across the stack. The CRM doesn't shrink to make room. Software just gets a bigger job to do — and that's where the next decade of GTM value gets built.
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