A very large percentage of economic activity is shifting online and it makes sense that there are more services that are going to charge. It also means there are going to be more people willing to pay.
Marc AndreessenToday's stock market actually hates technology, as shown by all-time low price/earnings ratios for major public technology companies
Marc AndreessenWhatever you're selling, storage or networking or security, you're going head to head with the incumbent players.
Marc AndreessenWhen you're dealing with machines or anything that you build, it either works or it doesn't, no matter how good of a salesman you are.
Marc Andreessen