The Future of Software?

Published: July 30, 2023, 5 a.m.

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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?\\xa0

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SHOW NOTES:


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\\u2019s 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?\\xa0
  • 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?\\xa0
  • If every company is a software company, is software becoming a commodity?


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