Our 2nd Big Bet by Rick Nucci

Man oh man I feel like it’s 2007 all over again. Ok, not the most motivating opening sentence but in 2007 cloud and SaaS were being opined as the future of business applications. Yes, you already had some SaaS pioneers like Salesforce, Taleo, SuccessFactors, Eloqua, etc. doing very well and growing, but cloud was just starting to be a main topic of discussion. The big guys like Oracle, Microsoft and SAP were either openly dismissing cloud as a fad or not doing anything real about it. Even Gartner used to think “SaaS” was “SAS”, the analytics software company!

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