Software Production Functions and Recombining Ideas

I think that there has been a shift towards this very formulaic driven growth in enterprise software which is very unhealthy. There is a calculation of well here's my CAC, here's my LTV, here's my payback period, I'm ready to sell, let me hire 50 sales reps and let's push this into the market, and three years down the line all the assumptions that ... See more

From the 2000s onwards, cloud computing, especially SaaS as the new delivery model had a significant impact on the productivity space (enabled by the explosion of internet speed). Advantages such as low setup & infrastructure costs, high scalability and automatic updates have been so revolutionary (2nd wave of differentiation) that on-premise softw... See more

Silicon Valley is the canonical example of economic agglomeration. The knowledge of how to build, program, and operate computer components was a shared, scarce resource in the early 1960’s. Programmers and technicians often moved between companies, transferring best practices. This collaboration caused companies to release products with complementa... See more