The advantage of the consumer businesses is they tend to be much broader-based, much larger number of customers, that tend to over time be a lot more predictable. The advantage of the enterprise companies is they are not as subject to consumer trend, fad, behavior.

My own theory is that we are in the middle of a dramatic and broad technological and economic shift in which software companies are poised to take over large swathes of the economy

Whatever you're selling, storage or networking or security, you're going head to head with the incumbent players.

In the startup world, you're either a genius or an idiot. You're never just an ordinary guy trying to get through the day

Start-ups should be based on radical ideas. There should be a high failure rate for start-ups, because if there isn't their ideas aren't bold enough.

There's no such thing as the middle class. It's absolutely vanishing.

An awful lot of successful technology companies ended up being in a slightly different market than they started out in.