As we have moved to virtual briefings, I have increasingly been excerpting short video segments (with permission ), as part of my Analyst Cam series.
This time, it is Chris Barbin, presenting on his new fund and advisory firm, Tercera. Chris was one of the co-founders of Appirio, a pioneering cloud systems integrator. They built practices around Salesforce, Google, Workday and others starting in 2006. A decade later they were acquired by Wipro, the large global outsourcer.
His focus now is SIs who are building practices around what they call the "third wave of the cloud" - ISVs like Okta, Snowflake, Splunk, Slack and others while also those focused on new markets for Salesforce, Workday etc. He has also put together a nice board of advisers to help these firms navigate the changing cloud landscape.
Many investors still avoid professional services startups and that becomes Chris's opportunity. It is an invigorating conversation with one of the savviest services executives I have known.
In fact, 12 years ago he was profiled in this blog as a "cloud pioneer". He continues to be one.
