Enterprise Infrastructure
topic on 1 show · 2 statements across 1 episodes
2 statements about Enterprise Infrastructure, every show
Casado: Trillions in enterprise infrastructure market cap will be disrupted
“I don't think that there's any silo in infrastructure that's safe from this. I think we're talking trillions of dollars of market cap and hundreds of billions of dollars of value that are going to be disrupted. I think this is going to usher an entirely new er…”
Casado: Three macro trends are driving enterprise infrastructure disruption
“Okay, so I'm going to be talking about broadly three trends that are causing the disruption and creating a lot of the dynamic. And this is the move from hardware to software, the move from software to services, and the rise of developer.”