Marc Andreessen On The Future Of The Enterprise

What are the valuations of all the discussed startups versus those of the old guard enterprise businesses? What about revenue?<p>We live by the new style enterprise tools in our firm but I also interact on a daily business with SMEs as well as large multinationals. By and large, outside the software industry, this supposed wave being discussed is not nearly as large or fast as suggested.<p>I'm not saying it won't eventually grow much larger but I'm also not convinced that IBM, Oracle, SAP et al won't catch on in time to capture significant market share themselves. Further the more I look at mature enterprise firms like Salesforce the more they resemble a traditional big iron firm - only without the hardware sales.

It's ironic that people in Silicon Valley talk about how the enterprise is changing and yet almost all of them still practice one of the oldest customs of keeping the workforce in the same physical location.

"And so all the software basically wants to be in the same place, and it wants to be in the place where all the open source software is."<p>This doesn't really make sense to me. I can use open source software from anywhere. I'm not convinced that there is some huge enterprise business out of that logic.

His comments about github were great. It is refreshing to see entrepreneurs that don't think the objective of entrepreneurship is landing a good valuation from the VCs. It is more refreshing to see a VC that can respect that.

So Marc now knows it all?<p>Every day <i>they</i> keep asking him about stuff and then "Marc this" and "Marc that". I am about to switch morning cereal but gonna wait until he suggests one...<p>edit: noticed the negative votes, still wouldn't change a word.