I feel the following - especially the highlighted parts - from a post on the Data#3 (DTL) threads, is equally relevant to DSE (https://hotcopper.com.au/posts/65756560/single) :
"One way I like to view DTL is to reflect on the fact that a mere years ago, about when I first invested, things like the smartphone and wireless internet barely existed in the world, and the internet was oh, so slow. Today, smart phones, wifi and ultra-fast internet has led to an explosion in the rate of data generation.
I recall a few months ago coming across a slide in a presentation pack by a company called PureProfile, which included a statement something along the lines of 90% of all the data that exists in the world today has been created in just the past two years (can't remember the figures exactly, but that was the gist of it).
And all that data needs to be collected, processed, stored and - most importantly - protected from the global growth industry that is cyber crime.
And that's precisely DTL's bread-and butter business.
So there's a good chance that whatever actual services DTL is going to be providing, in five and ten years' time, haven't event been developed yet
[*] Not just ever-changing, but changing at an accelerating rate which I think is an under-appreciated tailwind for a business such as Data#3"
In some ways, DSE resembles a bit of a mini-DTL, in my mind.
Would that DSE ends up being even a quarter as successful as DTL turned out to be.
.
I feel the following - especially the highlighted parts - from a...
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