June 2nd, 2024, June 2, 2024
Tren Griffin @trengriffin with a short thread on Software isn’t Ending
“There are zero significantly profitable software businesses with pricing power based on the expense of creating the software. Instead:”
“1 Supply-Side Economies of Scale and Scope; 2 Network Effects); 3 Brand; 4 Regulation; and 5 Intellectual Property.”