Dark software

80% of the world’s adult population has a smartphone now, so how many things can we do with that? That’s what ‘software is eating the world’ means. But part of that is also that Walmart wasn’t built by car people, from Detroit. It was built by retailers. Sam Walton was born a decade after the Model T, and this year’s MBA class was born the year Net... See more

As technology advances, software will increasingly be chosen not just for how well it addresses its use case, but how it conveys its personality, similar to how we choose our clothes. We’re already beginning to see this shift. In highly individualized spheres like note-taking tools and consumer crypto, software is often chosen based on identity. Wh... See more

Put another way, will humans will always want to do things like scroll Instagram, but perhaps won't ever want to open TurboTax/Docusign/Concur/Foursquare/etc. again?

This will likely bring a very psychological approach to company building in software (something well-known in consumer but lesser used in enterprise), as companies will have to look at ... See more

What Marc Andreessen understood at this tipping point was that technological innovations — like in transportation, with Uber, and hospitality, with Airbnb — often emerge when it seems we need them least.

So it’s fitting that exactly a decade later, we’ve come to another watershed moment. Software has eaten the world, and now it’s a commodity. It’s n... See more