Wisdom

Most 'disruptive' cloud software didn't do new things

Quote

99% of the software, that that is, quote, unquote, disrupted the market in any particular vertical market. Most of that software didn't do new things.

Episode 118: No Malaise (episode page, opens in a new tab) 00:12:08 (play audio from this timestamp, opens in a new tab)

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Summary

Looking back at 20 years of cloud disruption, Dave says most of the software that disrupted vertical markets did less than the on-prem incumbents. It won by being cloud-based and wrapping complex things in a simple, pretty UI full of charts. Much of it was smoke and mirrors.

Also said

  1. Episode 118: No Malaise (episode page, opens in a new tab) 00:12:59 (play audio from this timestamp, opens in a new tab)

    So they would take a complex thing. And they would design the UI where it was very simplistic.

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