New $10 billion software company
71% of attendees expect to see a new $10 billion plus enterprise software company in the next decade. ( I agree, but I think it will be a very different kind of company, and our very understanding of what an “enterprise software company” is will have changed by then. This question is analogous to asking business people early in the rise of the personal computer if there would be a $10 billion plus personal computer company. Yes, but it turned out to be a software company, not a hardware company, that mattered. Similarly, I believe that the next $10 billion plus enterprise computer company will be much more a data aggregator and provider of services against that data than an “enterprise software company” as we know them today.)
— Tim O’Reilly (Commenting on Predicting the Next Software Decade survey)