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Comment by vulk

They will. It is a matter of time I just think the models are not fully there yet. The most obvious outcome for those companies will be similar to what Amazon is doing with their marketplace as soon as some product is doing ok in the sales charts they just spin their own product and push it I think it was Amazon basics or something like that.

Even if they don't end up making 100 different companies they are for sure going to acquire companies, or build internally, and incorporate functionality in the main product.

For me that is the only way they can keep going to vendorize the software industry, and there are already some signs for this.

parent vulk 8 days ago

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