What does the future of the software business look like? How much of an impact will SaaS and AI have on the profitability of software?
SHOW: 740
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle. Learn more about Panoptica at panoptica.app
SHOW NOTES:
SOME VCs ARE QUESTIONING IF SOFTWARE IS A GOOD BUSINESS
- VCs are concerned about the rate of return (and cash-flow) or software.
- Is the future of open source software always SaaS offerings? Have we seen enough success with that model to say it’s a viable future business model?
WHAT ARE THE EVOLVING DYNAMICS OF THE SOFTWARE BUSINESS?
- Is SaaS too fragmented, or will aggregated platforms emerge?
- How much will AI add to the costs (or COGS) of software?
- If software (especially SaaS) is bought by end-users or teams, will they appreciate AI automation vs. concern about jobs?
- How does the pricing of SaaS evolve? Is it still per-seat, if AI can reduce the number of seats?
- Are there channels for PLG software?
- If every company is a software company, is software becoming a commodity?
FEEDBACK?
