[bmajz]

That's a really good way of putting it by Warren Buffet. This phenomenon of the bottom being ignored happens in software too of course: http://www.saastr.com/the-simple-reason-why-there-will-be-10...

"Salesforce is now working on as many $100m+ deals as it can try to close. Because once you adding > $1 billion in ARR a year, you need a few Really, Really Big Enterprise deals to move the needle. And a handful of $50m-$100m deals are, by definition, the new target to really move the needle at that scale.

Given that … does it make any sense to pursue the $9 a month market? Or the $2000 ACV market? I mean, not really. And Salesforce isn’t.

So the bottom 10% of this $10 billion market, or $1 billion, isn’t even being addressed by Salesforce."