“Most of the software ideas of the late '90s which people tried and failed on--customer relationship management, marketing analytics, supply chain management, B2B procurement--those ideas all made sense and had good business justifications. But the tech wasn't quite there. Many customers who bought early feel bitter. But at some point those things will hit the mainstream and work.”
“This is the best possible time for big companies to go after online opportunities, ... This is also the best possible time to start a company, if you're willing to build for the long-term.”
“I think it's all really positive for the industry. It will force the industry to make the changes that are required to make the Internet viable in the long run.”