Everything about the enterprise, and then by definition the software the enterprise uses has changed - just in the last 5 years.

In an IT lead world, incumbents generally win because they have the existing relationship with the IT organization.

In a user lead model, users are bringing in their own technology... and you can build software then, around the user.

The product that wins is the one that bridges customers to the future, not the one that requires a giant leap.

We didn't really start the company to go build an enterprise software company.

You can look at the cost structure of an incumbent company and discover: where are they not going to be able to drop their prices... because that business model is fundamental to the existence of the company.

Any time where the delta b/w what is possible and how things work today is at its widest, that's an opportunity to go build new technology.