The Big Themes:

• The embrace of vertical approaches is bigger than go-to-market: companies are looking to software not just to address functional problems, but to solve business challenges and transform business models
• Massive internal reorganizations are coming: in addition to new and surprising partnerships like Microsoft and Oracle on multi-cloud, Tony expects both customer and vendors to deeply evolve their structures and operations
• Merger of supply and demand chains is a key example: Professor Luyi Yang in his fireside chat at Cloud Wars Expo talked about "demand distortion events," and the need to knock down silos to better serve today's customers.

The Big Quote: "Oftentimes, market transitions are sort of so obvious, they're happening before your very eyes, and then you wake up and you go, 'Oh, I should have paid attention to this.'"

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