Software is the new Hardware

If you have a business intelligence bot that you're using to check in on your company's performance, it won't matter whether the relevant numbers are in Excel or Google Sheets or a Pandas dataframe or a Postgres database; if the tool is smart enough, it will know how to convert your request into the appropriate query and get an answer. And that mea... See more

to the extent that there's a part of software that will still retain more of the economics of software, it will be integration tools that are end-product-agnostic.

Meanwhile, a lower cost to creating new programs also means a shorter half-life for a given piece of code

It's easier than ever to build version 0.1, and takes more time to connect with everything that's going to get it to 1.0 status.

something essential about software economics: the complementary good to any given software product is a lot more software! This is part of the mystery of Docusign, i.e. why do they have so many employees? And why doesn't someone else just make a cheaper replacement? You can build a cheaper replacement pretty quickly—the service I use, Dropbox Sign,... See more