Concept

Software Is Eating the World

The thesis that as software becomes able to address an ever-larger share of the global economy, the addressable market for technology companies keeps expanding rather than saturating, enabling successive waves of larger and larger companies.

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Concept

Software Is Eating the World

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  • … was his whole software is he eating the world thesis from you know 15 years ago whenever it was yeah you know the TAM it gets progressively bigger because you can address larger and larger parts of the economy