Stratechery cover image

The Great Bifurcation

Stratechery

00:00

The Software Revolution and Its Impact on Industries

This chapter delves into the transformation fueled by the software revolution, focusing on the transition from traditional installations to cloud-based applications. It highlights the challenges faced by established companies like Oracle and Microsoft as they compete with innovative SaaS solutions and anticipates the future dynamics between incumbents and disruptive startups.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app