The Cloudcast

The Future of Software?


Listen Later

What does the future of the software business look like? How much of an impact will SaaS and AI have on the profitability of software? 

SHOW: 740

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

  • Reduce the complexities of protecting your workloads and applications in a multi-cloud environment. Panoptica provides comprehensive cloud workload protection integrated with API security to protect the entire application lifecycle.  Learn more about Panoptica at panoptica.app

SHOW NOTES:

  • Are Software Companies Bad Business? - Clouded Judgment 
  • Aggregation Theory - Stratechery


SOME VCs ARE QUESTIONING IF SOFTWARE IS A GOOD BUSINESS

  • VCs are concerned about the rate of return (and cash-flow) or software.
  • Is the future of open source software always SaaS offerings? Have we seen enough success with that model to say it’s a viable future business model?

WHAT ARE THE EVOLVING DYNAMICS OF THE SOFTWARE BUSINESS?

  • Is SaaS too fragmented, or will aggregated platforms emerge?
  • How much will AI add to the costs (or COGS) of software? 
  • If software (especially SaaS) is bought by end-users or teams, will they appreciate AI automation vs. concern about jobs?
  • How does the pricing of SaaS evolve? Is it still per-seat, if AI can reduce the number of seats?
  • Are there channels for PLG software? 
  • If every company is a software company, is software becoming a commodity?


FEEDBACK?

  • Email: show at the cloudcast dot net
  • Twitter: @thecloudcastnet
...more
View all episodesView all episodes
Download on the App Store

The CloudcastBy Massive Studios

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

147 ratings


More shows like The Cloudcast

View all
Hanselminutes with Scott Hanselman by Scott Hanselman

Hanselminutes with Scott Hanselman

377 Listeners

Software Engineering Radio - the podcast for professional software developers by se-radio@computer.org

Software Engineering Radio - the podcast for professional software developers

272 Listeners

The Changelog: Software Development, Open Source by Changelog Media

The Changelog: Software Development, Open Source

282 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,014 Listeners

Thoughtworks Technology Podcast by Thoughtworks

Thoughtworks Technology Podcast

42 Listeners

Talk Python To Me by Michael Kennedy

Talk Python To Me

591 Listeners

Software Engineering Daily by Software Engineering Daily

Software Engineering Daily

627 Listeners

AWS Podcast by Amazon Web Services

AWS Podcast

203 Listeners

Gartner ThinkCast by Gartner

Gartner ThinkCast

111 Listeners

DataFramed by DataCamp

DataFramed

265 Listeners

Kubernetes Podcast from Google by Abdel Sghiouar, Kaslin Fields

Kubernetes Podcast from Google

181 Listeners

Practical AI by Practical AI LLC

Practical AI

189 Listeners

The Stack Overflow Podcast by The Stack Overflow Podcast

The Stack Overflow Podcast

64 Listeners

The Real Python Podcast by Real Python

The Real Python Podcast

140 Listeners

The Pragmatic Engineer by Gergely Orosz

The Pragmatic Engineer

52 Listeners