Better, Quicker, Cheaper: AI and Big Data Create New Opportunities in the Cloud
- Our fundamental research helped us to see cloud software in action early in its development and led us to be early investors.
- We are seeing new opportunities as the cloud extends its reach into different parts of the enterprise.
- Valuations are elevated for many leading cloud providers, however, increasing the importance of careful stock selection.
“Software is eating the world,” internet pioneer Marc Andreessen observed in 2011—an appetite that shows no sign of abating.