Over the last decade, software ate the world. So what are the byproducts of all that eating, and is there anything left on the table?
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SHOW NOTES:
HOW DID SOFTWARE EAT THE WORLD?
- A decade of projects that spun out of the big cloud companies and became open source projects (Kubernetes, Kafka, etc.)
- All the things your mom used to do for you is now a mobile app (rides, grocery delivery, making your meals,
- We’ve had a decade+ of growth economy (low interest rates, lots of VC funding)
ARE THE INCUMBENTS FINALLY EATING THEIR OWN SOFTWARE?
- Incumbents are starting to adopt new business models (Streaming TV/Movies, Electric Cars, Analytics built into Farming/Sports/etc.) and leveraging their previous investments.
- Many of the business models of the last 5+ years is falling apart
- The monopolies are disrupting the monopolies (Apple/ads),
- Web3 is going through a trough of disillusionment
- Meta lost $10B, which aligns to what was their metaverse investment plan
- Software ate business models, but there is a hardware resurgence coming
- People want a “what’s next”” technology trend, but there’s still a lot of Web2 to play out.
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