Finding the Next $100 Billion Software Company

The video discusses the potential for companies to become $100 billion software giants. It highlights key factors such as large market opportunities, overcoming bottlenecks, and creating clear market winners. The discussion covers technology trends like big data and machine learning, emphasizing the dominance of big vendors like Google and Amazon. It identifies SaaS applications, security market consolidation, and application development tools as potential growth areas. The video also contrasts infrastructure with applications, noting the latter's potential for innovation and disruption. Finally, it highlights public companies like Salesforce, Palo Alto Networks, and Atlassian as leaders in these areas.

What are the three potential marketplaces or technology trends mentioned that could lead to the next $100 billion company?

How does the speaker view the future of companies that could produce significant results in the software industry?