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Cloud and Software Economics

The Cloudcast

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The Value of Integration Work

More and more companies that begin life as a software company are now focusing a ton of their attention around the cloud. We've seen HashiCorp do it, we've seen Red Hat do it,we've seen VM were do it to a certain extent. And even we had the folks from Confluent on the other day who said, look, we're still building Kafka, but the Kafka that we want to deliver to people isn't in the bits. But is that a business you want to be in? It's very hard to put a value on that when people sort of go, "Well, I could build this myself"

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