Every architectural shift disrupts the existing ecosystem. As investors and operators, we have witnessed the shifts from mainframe computing to personal computers, and then, the shift from client-server to Web architectures. Today, the focus on the cloud is shifting from delivering specific enterprise applications to generalized computing services. Each transition has created opportunities for new companies as the old guard failed to adapt. We have a long history of investing at the crux of these transitions and continue to evaluate new trends that will disrupt traditional IT even further.
Current pervasive trends within the cloud we focus on include: