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 subotovsky


Emergence Capital backed Salesforce before its IPO. Here's why one of the VC firm's partners thinks the $141 billion software giant is vulnerable to a next-generation enterprise software startup.

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Enterprise software has been one of the hottest areas in tech in recent years. If you believe Santi Subotovsky, it's not going to cool down anytime soon. Subotovsky, a general partner with Emergence Capital, thinks the enterprise sector is going to continue to boom, driven by some big trends, such as the near-ubiquity of smartphones and the increasing sophistication of artificial intelligence technologies. Those trends could make older providers of enterprise software, including Salesforce, vulnerable -- and should open up opportunities for upstarts, he said. "We're looking at next seven to 10 years," Subotovsky told Business Insider in a recent interview. "We see some major transformations in the way people are using technology at work."