Even if few companies "get" good software, big tech might still end if good software companies start to sell disaggregated services. Shopify is an example from

Even if few companies "get" good software, big tech might still end if good software companies start to sell disaggregated services. Shopify is an example from the article. This wouldn't mean there are no big software companies. But it would mean that end-to-end providers like Amazon no longer dominated.