软件行业的云端重构 - Indigo's Digest Issue #4

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软件行业的云端重构 - Indigo's Digest Issue #4
By Jedi Lu • Issue #4 • View online
早在 2011 年,硅谷前卫投资机构 a16z 的联合创办人 Marc Andreessen 就写过一篇非常具有预见性的文章《Why Software Is Eating the World》,因为那时的美股正处于科技低谷期,Apple 的市盈率也才 15.2,在次贷危机的阴影下大家都在担忧新一轮泡沫,但事实却并非如此,泡沫并不存在。随后的十年越来越多的行业和企业正在使用软件,通过在线的形式提供服务,从电影到农业再到国防,硅谷风格的创业型科技公司,它们入侵并颠覆了现有的行业结构。

美股 SaaS 与云计算投资策略全解析 - INDIGO 的数字镜像
Why Software Is Eating the World - Andreessen Horowitz
Software-as-a-Service (SaaS) | White Paper by ARK Invest
The Cloud 100 2021 Benchmarks Report · Bessemer Venture Partners
The Rule of 40% For a Healthy SaaS Company - Feld Thoughts
如果软件对当今的社会如此重要,重要到几乎可以取代语言的存在;从哲学的角度去思考的话,人类可能已经处在从语言主宰的帝国向软件主宰的帝国转型的过程中。
Palantir CEO Alex Karp on Software & Society
Palantir CEO Alex Karp on Software & Society
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一不小心博客还有文摘都停更了半年,原本打算每月更新,后来发现捕捉趋势的深度文章材料实在是不好收集,降低一点频次有助于提高质量,灵感和一些有趣的素材总是不期而遇,当然主要还是自己太懒了,哈哈!快到年底,又到了需要各种总结思路、展望未来的时候,争取把更新频次提升起来,继续用图文并茂的形式来记录投资、科技和对这个世界不太业余的思考,欢迎大家订阅。
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