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infrastructure software

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 13, 2024 by Eliot Horowitz · across every show →

Everything said about infrastructure software, oldest first

Dec 13, 2024 bullish
Prediction Not checkable as stated
Horowitz: All future serious infrastructure software will be open source
“But open source, I believe is the only way to build infrastructure software. I don't think there's going to be a serious piece of infrastructure software that people actually use and deploy that isn't open source again.”
Eliot Horowitz Dec 13, 2024 ▶ 2:42 Building a $20B+ Open Source Business with MongoDB and Viam's Eliot Horowitz
Jul 21, 2025
Insight
Li: API and infrastructure products have much higher switching costs than SaaS
“It just turns out, in general, the switching cost of infrastructure piece is so much higher. Even with like API business, people tend to think you can just like switch over to another API. There's so much logic embedded in Calling the API in the software itsel…”
Jennifer Li Jul 21, 2025 ▶ 28:07 The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
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