The Global IT budget is 4T/year, less 20% is on cloud (700bn, the figure in your research), do you think the cloud (software + hardware) will gain more shares in the IT budget? from 20% to 50% in the next 10-15 years? then it will enlarge the market significantly? Thanks
I have my entire net worth in SAAS and continue to wonder where the top of this market is. Top of valuations or top of 30-100% annual growth rates, or both. Bull markets die of euphoria but I’m still trying to figure out what euphoria looks like in SAAS.
Interesting. I live in SF/Rincon Hill and have been investing in software and internet for over a decade. Would you like to grab a coffee sometime? cheers
SNOW's so good you have it twice in your graph!
The Global IT budget is 4T/year, less 20% is on cloud (700bn, the figure in your research), do you think the cloud (software + hardware) will gain more shares in the IT budget? from 20% to 50% in the next 10-15 years? then it will enlarge the market significantly? Thanks
I have my entire net worth in SAAS and continue to wonder where the top of this market is. Top of valuations or top of 30-100% annual growth rates, or both. Bull markets die of euphoria but I’m still trying to figure out what euphoria looks like in SAAS.
Interesting. I live in SF/Rincon Hill and have been investing in software and internet for over a decade. Would you like to grab a coffee sometime? cheers