He had integrity, more integrity than most anyone I know. Whatever he told you, you could take to the bank.
I believe that the enterprise software industry is at a crossroads.
I'm shocked that we're still seeing $5 billion of VC go into software.
Clearly, Q3 was an anomaly.
If we are able to have just one person get information from this center that buys them time, then it is worth it.
The customers just aren't happy with this industry and are unhappy with what they're seeing in products and unhappy with what they're seeing in services and the industry's understanding of their business.
We're seeing a lot of Fortune 200 companies that are coming to Silicon Valley looking to find innovative companies.
Eighty percent of all revenue is concentrated in 15 enterprise software companies. Eighty percent of profit comes from three companies and over half of that profit comes from one company -- Microsoft.
Its economic structure may be unsustainable.
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