Enterprise Infrastructure – What We Are Working On At Lightspeed In 2011
February 10, 2011 No CommentsWe continue to be very enthusiastic about the tremendous amount of opportunity in the Enterprise Infrastructure sector for 2011. In the past few years, we’ve seen significant innovation in technologies such as virtualization, flash memory and distributed databases and applications. When combined with business model shifts (cloud computing) and strong macroeconomic forces (reduced R&D budgets), a “perfect storm” is created where the IT ecosystem becomes ripe for disruption.
Startups can take advantage of the changing seas and ride the subsequent waves to emerge as leaders in new categories. For this post, I’ll highlight three categories where I believe we’ll see significant enterprise adoption in 2011 – big data solutions, use cases for cloud and virtualizing the network. Startups in these categories are now at the point where ideas have become stable products and science experiments have transformed into solutions.