Sramana Mitra: Where do you see services like Shutterfly going? Matthew Dornquast: People who focus on everything will ultimately win over the specialization. There is always some new temporal period where a new format will get off, but then the large platforms absorb them. Sramana Mitra: If you were to ask entrepreneurs to look at opportunities in
Sramana Mitra: There’s another question on something that I asked you earlier about. Google has an incredible P&L. They have a business model that just throws out cash. They don’t want to pay that cash as taxes so they’re doing all sorts of things for the consumers and small business to benefit them. They certainly
Matthew Dornquast: That’s not enough. You have a database of consumers and you want to remind them that you have a business offering. You want to encourage them to participate in that. You need the connective tissue between your marketing systems and your enterprise sales force systems so that you will be able to recognize and
Sramana Mitra: I can understand why Google is doing that, but as a private company that has to make money to survive and build business value, what is the justification of being in that business of offering something for free? Matthew Dornquast: There’re a lot of benefits for the business if you know how to harness
Sramana Mitra: What would some of those examples be? Matthew Dornquast: If you think in terms of just backing up endpoint devices, that makes sense. But still a large chunk of them would say, “If it’s important, it should be in the cloud or it should be in the server room. Therefore, I should need to
Sramana Mitra: I’ll switch gears a bit. Given all these things that you’re seeing in the market, can you look ahead to the 5 to 10 year horizon. Tell me your thoughts about what’s going to happen. What do you anticipate as new that is going to happen? Emil Sayegh: We are all heading toward
Sramana Mitra: Is there anything substantially different in any other segment of customers that you cater to besides the two use cases we discussed? Emil Sayegh: You have SaaS customers that are similar to the e-commerce value proposition. Sramana Mitra: These are SaaS customers who are themselves public cloud vendors? Emil Sayegh: They are public
Sramana Mitra: Give me the number again of where you would say the flip happens from a public cloud to a hybrid cloud. Emil Sayegh: The flip is starting to happen as companies that started in the cloud are looking at their bills now and they’re seeing the exorbitant prices. I think there’re a couple