Over the last decade, software ate the world. So what are the byproducts of all that eating, and is there anything left on the table?
SHOW: 642
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- Datadog Monitoring: Modern Monitoring and Analytics
- Start monitoring your infrastructure, applications, logs and security in one place with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
- CloudZero - Cloud Cost Intelligence for Engineering Teams
- Streamline on-call, collaboration, incident management, and automation with a free 30-day trial of Lightstep Incident Response, built on ServiceNow. Listeners of The Cloudcast will also receive a free Lightstep Incident Response T-shirt after firing an alert or incident.
- Pay for the services you use, not the number of people on your team with Lightstep Incident Response. Try free for 30 days. Fire an alert or incident today and receive a free Lightstep Incident Response t-shirt.
SHOW NOTES:
HOW DID SOFTWARE EAT THE WORLD?
- A decade of projects that spun out of the big cloud companies and became open source projects (Kubernetes, Kafka, etc.)
- All the things your mom used to do for you is now a mobile app (rides, grocery delivery, making your meals,
- We’ve had a decade+ of growth economy (low interest rates, lots of VC funding)
ARE THE INCUMBENTS FINALLY EATING THEIR OWN SOFTWARE?
- Incumbents are starting to adopt new business models (Streaming TV/Movies, Electric Cars, Analytics built into Farming/Sports/etc.) and leveraging their previous investments.
- Many of the business models of the last 5+ years is falling apart
- The monopolies are disrupting the monopolies (Apple/ads),
- Web3 is going through a trough of disillusionment
- Meta lost $10B, which aligns to what was their metaverse investment plan
- Software ate business models, but there is a hardware resurgence coming
- People want a “what’s next”” technology trend, but there’s still a lot of Web2 to play out.
FEEDBACK?
FEEDBACK?