ICONIQ

Over the years, we’ve been fortunate to build a community of leaders across sectors, stages, and perspectives. Around the Table reflects that continued commitment to learning together.  This week in New York, we hosted the first dinner in the series with Alex Gorsky, ICONIQ General Partner and former CEO of Johnson & Johnson, alongside founders and operators from AcuityMD, ezCater, Grotto AI and other companies working to shape the future of healthcare and enterprise software. Alex shared lessons from leading through moments of enormous uncertainty, including COVID, with a focus on emotional discipline, staying close to the people doing the work, and the role leaders play in driving culture long before strategy. He reinforced the importance of creating authentic, unfiltered conversations, the value of staying grounded in operational realities, and the balance of realism and optimism during periods of change. Thanks to Alex for hosting and to everyone who joined us around the table. *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

Couldn’t make it to our Stockholm bouldering night? We’re bringing the climb to NYC. On June 17, we’re teaming up with Anthropic and Legora to bring together engineers and AI researchers for an evening of bouldering, conversation, and community at Central Rock Gym in Chelsea. Join Legora’s CTO, president, and engineering team alongside members of Anthropic’s AI team for a night on the wall with people building at the frontier of AI. Spots are limited. Request to join: https://lnkd.in/gs6-8QcE   *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

Security decisions often start with a deceptively simple question: What assets do we actually have? Axonius was built to answer that question. Today, the company has surpassed $200M ARR, and we’re also excited to congratulate Joe Diamond on his appointment as CEO. When we first partnered with founders Dean Sysman, Ofri Shur, and Avidor Bartov, their thesis was simple: every security tool depends on knowing what assets exist, and no one had built the connective tissue. That thesis has since become a category: asset intelligence. Congratulations to Joe and the entire Axonius team on this milestone. *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

AI is now embedded across nearly every function, but the productivity payoff isn’t evenly distributed. Customer service came in highest at 65%, driven by ticket deflection without CSAT degradation. Content generation followed at 55%, where most of the lift came from faster first drafts and shorter feedback cycles. Coding assistance and HR & recruiting both hit 50%, measured through AI-assisted code output and time-to-fill. The pattern across high-gain use cases appears consistent. They're high-volume, repeatable, and tied to a clean outcome metric you can actually measure like tickets resolved, time to draft, features shipped, candidates screened. Categories with lower gains, including sales forecasting and outbounding at 20%, tend to share the opposite traits: more judgment, more cross-system context, and outcome metrics that are qualitative or slower to validate. *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

Articulate just celebrated $300M ARR. It’s an exciting reflection of how important learning has become inside modern companies, and a testament to a platform used by every single Fortune 100. As AI reshapes how work gets done, the ability to help people learn new skills quickly and effectively is becoming mission critical. We believe Articulate has been built for that shift from the start, giving teams intuitive tools to create training that’s engaging, scalable, and actually useful in day-to-day work. Congratulations to dam Schwartz, Edwin Scholte, and the entire Articulate team. We’re honored to be your partner. https://lnkd.in/gnn3KajJ *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

2026 GTM planning looks more measured than it did a few years ago. AI adoption is accelerating across GTM teams. Hiring plans are more disciplined. Consumption models are changing who owns expansion, retention, and forecasting. That shift is reflected in our latest survey of 150+ B2B software leaders. A few data points stood out: - One AI CSM is covering work that would have taken roughly 20 human CSMs. - A voice AI SDR is handling 90%+ of EMEA inbound before a rep gets involved. - High AI adopters are generating ~$640K in Net New ARR per GTM FTE, compared with ~$370K for lower adopters. Companies still expect to hire across Sales and Post-Sales, but the bar for productivity per head appears to be rising. Marketing and RevOps hiring is more muted. In consumption-based businesses, AE, CS, and RevOps roles are being redrawn around expansion, retention, and forecasting. As the GTM org gets leaner and the work grows more technical, the next planning cycle will be a key signal of which operating changes are gaining traction. 👉 Download the full report: https://bit.ly/4fsL3DR   *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

Payments infrastructure has a compounding problem. Fragmented processors, disconnected acquirers, siloed fraud tools allowing finance teams to see pieces, but not the whole picture. So when something breaks, or an opportunity surfaces, they may find out late. Primer has worked to fix that foundation. One unified layer across a merchant's entire payments lifecycle, capturing 400+ data points per transaction. With a complete view of how money moves, teams can see what's happening, understand why, and act on it. Gabriel Le Roux and the Primer team have spent six years earning the trust of some of the world's most demanding merchants, companies running billions in payment volume who have consolidated 95%+ of it onto Primer. We're honored to double down on our partnership with Gabriel and the Primer team as they continue to build the operating layer for AI in payments. Read more: https://lnkd.in/eESpseBp Roy Luo | Sarah Stebbins | Anna Textor *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

Congratulations to Anthropic, Anduril Industries, Canva, Databricks, Glean, Lead, Legora, Notion, OpenEvidence, OpenAI, ŌURA, Ramp, and Sierra on being named to the CNBC Disruptor 50 list! The list recognizes private, companies that are challenging existing industries and building new ones. We’re proud to support these teams and celebrate this milestone. Full list: https://lnkd.in/eNh7fMp5 *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.

The TIME100 Philanthropy 2026 is out, and it's full of people we're honored to call friends and partners. Among those recognized are the leadership of ENLIGHT FOUNDATION and Xin Liu, whose work advancing youth wellbeing globally — including through our Youth Mental Wellbeing Co-Lab — is helping young people build resilience, agency, and a sense of belonging. Congratulations to everyone honored this year. We're grateful to be in community with so many leaders committed to creating real change. See the full list here: ti.me/100-philanthropy

At Web Summit Vancouver, ICONIQ General Partner Tengbo Li joined conversations on how AI is reshaping venture investing and long-term company building. On stage with Edwin Scholte, President and CFO of Articulate, Tengbo explored bootstrapping, category leadership, and why enduring companies are approaching AI differently. The discussions ranged from capital concentration in AI to the changing venture landscape, from mega-funds to specialist firms, and what it takes to adapt in this moment. *For educational purposes for company founders and executives. This is not investment advice or an offer to invest. Refer to Outreach Disclaimer link in profile.