cloud

“But clearly like no one is building their own data center. No big company is going to say, right, we're going to have our own data center now and Everyone, you know, the next generation is clearly the cloud.”

“Only about a quarter of enterprise workflows are actually in the cloud if you look at sort of market data.”

“It just, like, it just disappears. You don't think about it anymore. You know, when's the last time you did autocorrect? You know, you don't, you just, it just happens. When's the last time you used the cloud? Like it just happens. And so that's sort of the ba…”

“It's still only sort of a third of enterprise workflows. So it takes a long time to re-platform.”

“If you've got a piece of software, all you're really doing is wrapping up SQL and putting a car logo on it instead of a bike logo on it so that it's car software instead of bike software, then yeah, you're screwed. That's what happened with cloud too.”

“So it seems quite likely that all of that will settle out at some point with some kind of oligopoly, where like the laws of gravity and the laws of financial gravity kick in, and while this is the amount of money that the revenue that you can get, and this is …”