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The #1 Mistake Killing B2B Startups | Arun Penmetsa, Storm Ventures

The Neon Show

Published
July 21, 2026
Duration
1h 16m
Summary source
description
Last updated
Aug 23, 2026

Discusses ai.

Summary

Can the biggest AI labs simply walk into any market and replace the software companies already sitting there?Storm Ventures has spent 26 years building an answer for B2B founders. The firm has made close to 200 investments, backed 11 unicorns, and produced some of the cleanest enterprise exits in Silicon Valley, from AirGap Networks selling to Zscaler to …

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Show notes

Can the biggest AI labs simply walk into any market and replace the software companies already sitting there?Storm Ventures has spent 26 years building an answer for B2B founders. The firm has made close to 200 investments, backed 11 unicorns, and produced some of the cleanest enterprise exits in Silicon Valley, from AirGap Networks selling to Zscaler to earlier winners like Marketo and MobileIron. Its portfolio today runs from Tekion in automotive retail to Atomicwork in IT service management,

Themes

  • ai