enterprise-infrastructure
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Steve Tuck
Steve Tuck is the co-founder and CEO of Oxide Computer Company, a hardware-software startup building a rack-scale 'cloud computer' that brings hyperscaler-style elastic infrastructure to on-premises data centers. After nine years at Dell and roughly a decade at cloud provider Joyent, Tuck teamed with Bryan Cantrill and Jessie Frazelle in 2019 to co-design servers, networking, and software from the ground up. Under his leadership Oxide has shipped its first commercial racks and raised more than half a billion dollars, including a $200M Series C, to expand its take on enterprise cloud ownership.
Daniel Karp
Daniel Karp is General Partner at Cervin Ventures, a Palo Alto-based early-stage VC firm with $162M in its latest fund. A veteran of Cisco's corporate venture arm - where his portfolio generated over $2.5B in exits including Habana Labs (acquired by Intel for $2B) and GuardiCore - Karp brings a rare combination of chip engineering roots, Microsoft Azure product strategy, Israeli IDF intelligence experience, and nearly a decade of corporate M&A deal-making to his current focus on enterprise infrastructure, DevOps, cybersecurity, and AI-native startups.
Shangda Xu
Shangda Xu is an Investing Partner on the Growth team at Andreessen Horowitz (a16z), one of Silicon Valley's most influential venture capital firms. Focused on enterprise technology companies - from AI infrastructure to enterprise SaaS - he brings a dual lens: the analytical rigor of a Harvard summa cum laude economist-mathematician and the operator pattern-recognition of someone who has worked across private equity (Warburg Pincus), investment banking (PJT Partners), and corporate strategy (Disney, Warner Bros.). At a16z, he co-authors influential research on enterprise AI adoption, including how Fortune 500 CIOs are actually deploying generative AI - making him one of the more data-grounded voices in an arena full of hype.