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: 744 CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS" SHOW SPONSORS: Datadog Application Monitoring: Modern Application Performance Monitoring Get 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 spend 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? FEEDBACK? Email: show at the cloudcast dot net Twitter: @thecloudcastnet FEEDBACK? Email: show @ the enterprise ai show dot com Bluesky: @TheEntAIShow.bsky.social Twitter/X: @TheEntAIShow Instagram: @TheEntAIShow