Koos van Strien

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The big picture is that software is eating the world—that is, many of the products and services developed over the past 150 years are transforming into, or being disrupted by software…. The implications are enormous; software is infinitely replicable and, through the internet, can be delivered at zero marginal cost. When a major input to business—distribution cost—goes to zero, entire industries get disrupted [emphasis added]. When one can build a business model from the ground up with entirely new assumptions, one can attack incumbents in a way that is very difficult to defend. —Marcelo Lima
Koos van Strien
Andersom gesteld: zodra de software die daadwerkelijk waarde toevoegt aan een bedrijf minder schaars wordt verdwijnt ook een deel van de meerwaarde van de bedrijven die op deze asset gebouwd waren.
The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
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