The Road Ahead For IT, From A Venture Capitalist's View

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You mentioned compute and storage -- what are your views on where those are going?

I'm pretty bearish on compute and storage. I think compute is really all about automation and driving utilizations so you're getting the best performance out of your applications. Turbonomic and businesses like that are really where the value proposition is for compute. Servers are a commodity, and what you really want is to drive utilization and efficiency and great performance of your applications. The value prop for compute is at that tools level.

As this relates to storage, it moves from being about actual media, to being able to provide a holistic view of data management. From the on-premise side and running your applications, to the extent you can deal with latency across a cloud environment, you can run those applications remotely. To the extent that you have Tier 0, Tier 1, you'll likely still have storage on-site. Either way, the media itself is not as important as the data management layer. Actifio is fundamentally a data management business, identifying where all your data is, throughout all your environments, and making it accessible.