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The Next Evolution of Deep Ip in the Data Market
Snowflake was able to exploit the fundamental advantage of cloud computing by turning storage, compute and net working into an elastic resource. This begs the question whether there will be a next generation storage company built to day or if those categories have already been killed by the cloud. The same data base market that created snowflake will continue to be a market disrupted by deep ip. Another area that we have been tracking is the intersection of theapi market with management in governments.