software platforms
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 17, 2026 by Alessio Fanelli · across every show →
Everything said about software platforms, oldest first
Mar 17, 2026 bullish
Fanelli: Platform substrates become more valuable as software creation costs fall
“When people are saying, oh, the value of a lot of software is going to zero because you can recreate it. To me, it's almost like the opposite. It's like having an existing platform to build on top of is like even more valuable because they can kind of bolt thi…”