From the CIO.com article: "Suddenly all the rules of the game have changed. Software developers don't exactly know who to listen to; CIOs don't exactly know who to buy from, and VCs and board members don't exactly understand how to value the companies that we're getting involved in. All those things are in flux. If your job is to limit risk, that's a horrible world to be in because it's all risky. Of course, there's risk in a good sense, because without risk there can be no return. The problem is I don't know how to model it. We understand the monetization models used by enterprise software; we don't yet understand the models for this."