Jay Batson and Dries presented an introduction to Acquia. This is a report on what was said and is based on my notes at the time.

Dries had the idea to start a company and at Drupalcon in Sunnyvale, Jay "dropped out of the sky". Drupal was finding its way to a tipping point. Its usability has improved, but still could be further improved upon and to be really successful the overall ecosystem must be increased.

Acquia will seek to be a provider of services like Ubuntu, Zend, RedHat, and MySQL all of which have commercial ventures/companies behind them.