
Instead, we ask the following questions of ourselves: If we’re successful, can it be big? Do we have a differentiated approach to the space? Is it being well-served today? And do we have some competencies that would allow us to be knowledgeable in this area?
We asked ourselves: If you believe that companies would build applications from scratch using infrastructure services, then wouldn’t the operating system become the internet? And if you believe there might be an internet operating system, what would the key components of that be?