SOFTWARE COMPANIES BUYING SOFTWARE: A STORY OF ECOSYSTEMS AND VENDORS

Summary from the TLDR newsletter

Several things are happening in software: a lot more startups with super-fast revenue growth are popping up, margins are thinner, engineering inequality is growing, and digital natives had a bunch of layoffs. This is all a direct corollary of the platformization of software, and it will continue. What's happening is expected - it just took some time to happen. The software industry is now much bigger than it was a decade ago, and AI is creating a ton of FOMO.