The Big Themes:

• $5 billion building and rewriting modern cloud apps: In the last few years we’ve really had all the ingredients, the products, the market, the technology – and so we’ve pushed it hard.
• We’re private and extraordinarily well-funded: That’s actually given us an advantage on that front. We are truly thinking in decades.
• Last mile functionality, last mile content: The solutions have to be architected in a way to address an adjacent set of industries.
• One throat to choke: We’ll have our services teams to partner with Deloitte or Accenture, or a typical SI. We’re clearly a part of this and are answerable to any issues.

The Big Quote:

“It does feel like companies want a return on their investment a lot more quickly because they're facing much more material business issues and disruption.”

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