It's interesting, he's talking about providing Evernote as a service to Enterprises not as Enterprise software - so no appliances, no self hosting. But, I'm guessing billing options, some more sharing and maybe some admin type tools for centralised management of accounts. I deal with some very large US enterprises, in most Evernote is blocked by the firewall, in others it isn't blocked but is very frowned upon. Convincing IT and legal that Evernote servers are a safe place to keep corporate data is going to take more than the realisation that "normal enterprise software is crappy and unappealing", which by the way as a generalisation is pretty dumb.