Shownotes Transcript
If every company has become a software company, is it still easy to be a profitable software company? Lots of things are changing around the economics of software.
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SHOW NOTES:
- Hashicorp adopts Business Source License)
- New Relic to be acquired)
- Datadog Consumption Trends)
- Cloud Giants Q2 Trends)
- Hugging Face adds new licensing)
- The open source licensing war is over)
BEING A SOFTWARE COMPANY - JUST BUILD A MOAT
- Are we sure every company wants to become a software company?
- Lots of software licensing changes in the news
- Making money as a software business, at scale, is difficult
PEOPLE DON’T LIKE MOATS AROUND THEIR SOFTWARE
- Open source is good for collaboration
- Open source could be good for marketing
- Software margins attract VCs
- Open source mostly hates software margins
- What happens to all the software companies funded by VCs over the last 3 yrs?
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