This doesn't feel particularly true in the enterprise space. There still is the constraint on IPO exits due to (unclear what exactly -- that's another topic), but I don't see companies like HPE, IBM, Dell, etc. getting more innovative, nimble, or effective.
It might just be that in the consumer space there are some exceptionally good companies, where that hasn't really happened in enterprise, or it could be a function of the technologies and markets. Amazon (AWS) and Google to some extent compete in enterprise as well, but they're not as dominant relatively.
It might just be that in the consumer space there are some exceptionally good companies, where that hasn't really happened in enterprise, or it could be a function of the technologies and markets. Amazon (AWS) and Google to some extent compete in enterprise as well, but they're not as dominant relatively.