The PE Funcast is a weekly show featuring Devin Mathews and Jim Milbery -- partners at ParkerGale Capital. We discuss all things related to privately-owned middle market technology companies -- the kind of great businesses that are outside the sphere of venture capital.
Devin and Jim talk about Satya Nadella's public strategy letter on the future of Microsoft aka "Bold Ambition & Our Core". How does this apply to the middle market? Should middle market companies be avoiding commitments to the Microsoft platform?