Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy'
Opto Sessions – Invest in the Next Big Idea
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Are We Going to Be Interested in Software Equities?
5G will result in masses of new data being produced. To enable that at a large scale, when data is spotted everywhere, you need a software infrastructure to support that. That's particularly the reason we like Snowflake. They are building the data cloud. Of course, AWS has one Microsoft that has whatever, you know, big players has it. That's a huge, huge growth potential. We only say that as the tip of Asperg at the moment. Anything related to handling the data, make it more useful for immersion learning. Those are also the things that we appreciate a lot.
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