Defensibility in web2 comes from proprietary data network effects. Each application is a walled garden, and a bigger user base translates into more utility vs. competitors.  The social network with most data, content, users, etc. is more valuable.

Systems of record are recognizing they cannot “take their survival for granted.” One strategy is to acquire : the rationale Salesforce gives for the Informatica acquisition. Another strategy is more defensive - hampering access to the data within the systems of record (SOR). __... See more