Gold Driven Analysis - What's on Your Mind?

In some ways I feel like databases is one of the easiest categories to invest in because they, if they're good, they always make money. Time has kind of like for an out that people will buy a faster cheaper database. The question becomes what actually unlocks these these better databases. What excites me as well is the notion of hybridization and we saw this with the internet so there's kind of been this pendulum swinging and computing.