Cloud and Software Economics

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.SHOW: 744CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Application Monitoring: Modern Application Performance MonitoringGet started monitoring service dependencies to eliminate latency and errors and enhance your users app experience with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.CloudZero – Cloud Cost Visibility and Savings​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spendSHOW NOTES:Hashicorp adopts Business Source LicenseNew Relic to be acquiredDatadog Consumption TrendsCloud Giants Q2 TrendsHugging Face adds new licensingThe open source licensing war is overBEING A SOFTWARE COMPANY - JUST BUILD A MOATAre we sure every company wants to become a software company?Lots of software licensing changes in the newsMaking money as a software business, at scale, is difficultPEOPLE DON’T LIKE MOATS AROUND THEIR SOFTWAREOpen source is good for collaborationOpen source could be good for marketingSoftware margins attract VCsOpen source mostly hates software marginsWhat happens to all the software companies funded by VCs over the last 3 yrs?FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnetFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow