I believe there's plenty of market for each; we're talking about an ecosystem that is going to support billions of devices, so a competitive landscape is good for consumers, developers, and the platforms alike. Apple brings a smooth elegance to its devices and platform, with the best marketplace experience to boot. Google brings a higher volume of devices as well as a more diverse ecosystem to interact with. The real story here is that Microsoft is nowhere to be seen, ending a two-decade monopoly and creating biggest opportunity for software startups probably ever.

If there could've ever been a magical time to build an enterprise software company, now is absolutely that time.

All of a sudden, if you think about the entire ecosystem of connected devices that can pull down information, access content and allow me to share and work and communicate, the vast majority now are not Windows computers. They are iPhones. They are iPads. They are Android devices.

Startups often win because it's easier to see what comes next when you don't have to worry about maintaining what came last.

They can bring the technology in, then you can sell to the enterprise when they want to have better control, better security... you still have the same biz model as a traditional enterprise sw company, but the way to get into the company is through the end user.

The chance of failure is almost always better than the guarantee of never knowing.

The benefit to building a startup is that customers don't have the same kind of friction when they adopt new technology.