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The basic thesis, "More and more major businesses and industries are being run on software and delivered as online services" does still seem to be directionally
by jacobr1 4y ago
The basic thesis, "More and more major businesses and industries are being run on software and delivered as online services" does still seem to be directionally correct. It isn't the full story, atoms still matter, but the big change was that that many non-tech incumbents finally woke-up to the need to improve their technology game.
- ssnistfajen 4y ago>many non-tech incumbents finally woke-up to the need to improve their technology game And when this started to happen, most of the "disruptors" looking to eat the lunch of these established companies instantly lost their moat, or the illusion of a moat.