[mraybman]

In the realm of software, which is diffuclt to defend, I like how much of a barrier to entry these companies create just by virtue of collecting data no one else does. Even google can't really compete here right away, because in each vertical space data has its own dimensions and requires different methods. I imagine this is one of the areas of software still really attractive to big VC money. (Not that it ever wasn't, it's just a lot easier to build now)