Is Software Still Eating the World?

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:

• Software is no longer eating the world (article)

 

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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