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 @ reasoning dot show
• Bluesky: @reasoningshow.bsky.social
• Twitter/X: @ReasoningShow
• Instagram: @reasoningshow
• TikTok: @reasoningshow