[var_cw]

imo most of the software play is going to be an infra play where the max of value is being provided/captured by the big tech

there will def be some opportunities for mid-tier software(not necessarily saas) companies where they end up leveraging either some niche distribution or some neat packaging.

another ray of hope is - distribution takes time, there is a long cycle of adoption for any new tech. currently we are in "the chasm" and some of us(us being software builders) will end up benefitting from a long adoption curves. but i have my doubts if it's a vc backed thing as it will be a slow cycle.