[jmonegro]

I'll try to drill down to specifics in the series of posts that will follow this, but I wanted to set the general stage first.

To answer your question what's unsettling about this (and not in a bad way) that since so much of this stack is commoditized it becomes very hard to extract value where traditional software business do (20-50% cut rates, etc.) so it is much harder to be profitable, but at the same time it's much easier to bootstrap an application when you have access to an open pool of data.

I think it's an interesting dynamic that, if this turns out to be true, will really change the way software businesses work at the application layer. But I'm 2-3 posts away from doing a deep dive into that part of the stack – there's some things I'd like to go over first.

[demianbrener]

Given that value won't be created in the same way as traditional business do now, what plausible business models do you foresee for software companies operating in this landscape?