Daily Productive Sharing 165 - Born as A Software Company
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(The English version follows)
我们曾经在 Daily Productive Sharing 145 - 20210305 中分享过 Software is eating the world 这篇十年前的文章，没错从十年前开始，软件就慢慢渗透到各行各业各个领域；而今天的文章讲述了更新的趋势：很多瞄准传统领域的公司生而为软件公司，从而直接改变了该领域的游戏规则，而且这样的趋势越来越快。
Daily Productive Sharing 134 - 20210218
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In Daily Productive Sharing 145 - 20210305, we shared the article Software is eating the world from ten years ago, and yes, since ten years ago, software has been slowly penetrating all sectors of industry; today's article is about a newer trend: many companies targeting traditional fields are born as software companies, thus directly changing the rules of the game in that field, and this trend is getting faster and faster.
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Now there’s a generation of companies that both create software and use it themselves to enter another industry, and often to change it.
Walmart was built on trucking and freeways (and computers), but Walmart is a retailer, not a trucking company: it used trucks to change retail. Now people do the same with software.
Just as for music, there’s no strategic leverage, and total US book market revenues last year were perhaps $25bn, where Amazon’s US revenue was $260bn. No-one in tech cares about online book sales or ebooks.
total recorded music industry revenues were less than $20bn last year (half the peak in 2000), where Apple’s were $215bn. No-one cares about music anymore.
Technology (and now lockdown) broke apart the old model and changed all the rules, but the questions about the new models are TV and cinema questions, not software questions.
The car industry probably created more millionaires in retail and real estate than in the actual car industry - making cars was just one industry, but mass car ownership changed everything else.
At a certain point, everyone has grown up with this stuff, everything is a software company, and the important questions are somewhere else.