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Venture Capital View: TCV's Ted Coons On IoT Channel Opportunities, IT Automation And The 'Crazy Fast March' Toward Cloud
How is enterprise connectivity going to change?
I think that one of the crazy things that's happening is that wireless networks are very rapidly outpacing wired networks, in terms of their ability to deliver bandwidth. If you look at the 2016 version of LTE, called Cat 6, theoretically that delivers 300 Mbps of bandwidth, which is a lot. Unless you have optical and at Gigabit speed, modern broadband is 50 to 100 Mbps. I think how connectivity occurs has the potential to very drastically shift over the next couple of years. And I think that's to the benefit of enterprises, and also to the potential benefit of service providers -- MSPs who can get in between and be part of managing that connectivity. Which historically, with MPLS lines and fixed broadband, they weren't able to. There are management opportunities for the channel as we see shifts in how connectivity occurs. Wireless providers are not in a position to serve enterprises well, and that creates a very good opportunity for the channel.