The Rise of the Cloud Vendors

Industrial companies still view traditional automation players as having a lot of domain expertise and understanding what is happening on the actual factory floor. So in terms of market value creation, by going after these complicated markets, industrial vertical is becoming a lot more important than just cloud usage. I would also say what really struck me is that we're still figuring out some very basic stuff, right? Nothing overcomplicated, but they solve a very real issue for a real customer.