LinkedIn, Michael J. Skok
We don’t often see opportunities as clearly as this. Cloud computing is literally reinventing what we know as the computer industry and there’s a $220 billion TAM to be addressed by 2020. I’ve written in the past about Open Source eating the software world. Well the corollary is that Cloud is growing the software industry as Everything becomes available as a cloud Service (EaaSe). In fact, according to industry analysts, this opportunity has nearly doubled in size in the last year and we’ve seen that in our own portfolio, which has more than doubled in value to over $2bn+ as of today. And it’s clear to us that it’s still early enough and there are enough drivers and inhibitors that present real opportunity to invest, so long as you read carefully between the clouds.
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