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.”
Gurley told partners to pursue any company layering technology on top of black cars before seeing Uber.
“I said to my partners, if we ever see a company that's putting a layer on top of the black cars, we should run at it.”