What’s 🔥 in Enterprise IT-VC #281

From What’s Hot in Enterprise IT/VC by Ed Sim — read the original.

Notes

• No matter how big you get, product velocity matters - Gitlab
• this from the GitLab earnings transcript as a reminder that no matter how big you get, never forget that product velocity still matters.

The transcript link above is a Substack click-tracking redirect captured by Readwise rather than a canonical URL; it is preserved verbatim as the record but is unlikely to resolve. [STALE], checked 2026-09-22.

Connections

• GitLab — the issue’s worked example: an open-core company arguing that shipping rate, not size, is the moat.