Hi Shikotus,
Thanks for taking the time to write such a thought provoking post.
One question- you mention finding the true standouts and visionaries in the space and investing in >>>> them for the long haul.
You seem to have a lot of insight into the software industry. Who do you think are the present day >>>> standouts and visionaries that are going to be all stars over the next decade?
I feel pretty strongly that Mongo will be around for a long time. Alteryx is also very strong, but ultimately their moat is not quite as difficult to leap as Mongo’s, in my opinion. I’d put Twilio somewhere there as well, I think they’ve carved out a very successful and important niche that’s still quite a bit underappreciated on the whole.
Elastic might very well end up joining the above list as well, but I am a little less sure on that one for now.
The rest I am a bit less confident in. There is probably another “great” somewhere in the list of our security companies (maybe Okta), but security on the whole is a very specialized area, and I just don’t have the depth there that I have in the broader software space to make high confidence calls.