DISQUS

Sridhar Vembu · 1 year ago

We have always believed there is room in the market for a smaller, focused player. Witness the success and durability of companies such as Intuit and Adobe in the PC software industry, despite the frontal assault from Microsoft repeatedly through their existence. Witness the resurgence of Apple through innovation, when almost anyone "rational" would have written them off as gone a long time ago. Witness the phoenix-like emergence of Firefox, not just as a strong browser, but also as a strong business, from the ashes of Netscape.

And in an adjacent industry, witness how companies like Juniper Networks and Foundry have thrived in the IP networking business, despite their being a fraction of the size of Cisco - and in both cases, the companies got founded after Cisco's market domination was already an established fact.

That's why we have the strong conviction that if we do our jobs right, there is room for us. And I am happy to report customers seem to agree!

Thank you for your encouraging words!

mathewi · 1 year ago

Thanks for the comment, Sridhar.

jonmbutler111 · 4 months ago

Another thing to note that’s just plain jawdropping is Firef.ly. It’s community browsing and commenting - without a browser plugin. Very cool. It’s a Betaworks company - one of many cool things www.geonlineservice.com coming from there. Very happy to be advising and spending time with John Borthwick, Andy Weissman and the crew.