A year-and-a-half ago, I invested in Visible path, a social-networking company totally dedicated to enterprise relationship management. Visible Path is built on search technology using algorithms to look at data, like Google. Where Google looks at Web pages and links, Visible Path looks at people pathways. They'll be lots more applications developed using search the same way we used relational databases 25 years ago. It's a different way of looking at the network of data.

The numbers are unbelievable in the software world. The top 15 software companies are 84% of the revenues in the industry. The top three generate 75% of the profit, and the top one generates 57% of the profit. [Underneath that] it's becoming a wasteland.

Ego. It's all about ego. The way I look at it is: If you knew you had five years to live, would you give those five years to shareholders, would you give it to entrepreneurs, or would you give it to kids? How do you want to spend your time?

What I want to do now is: I want to have a Google. Visible Path is a candidate.