Gurley describes cloud-connected workflows from business to consumer through apps as unexploited white space across verticals.
“Once it's in the cloud, they connect to Zillow, they connect to rent.com, they push the listings out, they communicate with the end user of the apartment, and so this workflow that starts to be connected from the cloud to the small business, to the consumer, to the smartphone app, that's all white space in a bunch of different verticals.”
Gurley argues cloud migration is the most investable theme, predicting ten years of pulling enterprise compute out of buildings.
“this is to me one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.”
Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterprise computing infrastructure out.
“one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.”