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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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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Cloud and Software Economics

The Reasoning Show