E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg
Software business versus tech enabled
The distinction between a software business and a tech-enabled business lies in the presence of large physical world costs. If a company incurs substantial physical world costs, it is categorized as tech-enabled rather than a pure software business. Even if the costs are virtual, such as hosting expenses or payments to service providers like Twilio, the business is considered less favorable due to lower margins, yet it remains highly scalable.
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