I watched this earlier today. So you guys don’t have to here is what I saw. It was basically (as expected) a sale for their newish plan called cloud computing (for a whooping 1300 bucks a year). They are focused on companies that are capital light have a sub system and provide an essential services for companies. They said they are focused on 20 to 30 cloud based companies and something about it being a 3.7 trillion dollar sector within the next 10 years that is currently only 3% utilized. Below are most of the companies they mentioned during the hour long presentation.
Atlassian (apparently they are really high on this company)
Veena (apparently they have had 10x growth since this covid thing started)
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