What’s the direction of the software industry? As an analyst, I might ask this several times a week, but it’s not idle curiosity. Things are changing, and today’s events are signaling a significant shift.
The rollout of Software as a Service and the emergence of relatively good platforms — which will only get better — suggest to me that the software industry of 2000, in which cloud and SaaS began to emerge, is now well in the past.
