Gurley cites CrowdStrike as example of network effects in enterprise security through shared threat intelligence across customers.
“But they posted a memo four years ago titled the CrowdStrike Security Cloud Network Effect.”
Gurley predicts the next ten years will involve removing enterprise technology and moving systems outside via SaaS.
“I say we spent forty years cramming technology into the enterprise. We're going to spend the next ten yanking it out. It's just so wholesale that you're moving systems outside.”
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.”