MegaTrend Update: Dramatic and broad shifts in models due to software ("software eats the world")

We have been tracking this since Marc Andreessen called the trend out in 2011 (see “Why Software is Eating the World“) and are especially interested in how the trend will impact the world of the enterprise.

We think this trend will continue, since it is being fed by growing proliferation of smart phones with increasingly powerful processors and faster/more reliable bandwidth. Penetration of the trend into other industries will threaten many business models. Who is next? Seems like education. Then healthcare. Then perhaps the government contracting world (we have previously written about software eating the government contracting world and DoD command and Control). We will keep tracking these trends.

What industries are being consumed by this trend? Here is a list:






Google, Twitter, Facebook,


eBay, Craigslist




Netflix, iTunes, Spotify, Rovio



IT Infrastructure

Amazon, Google, Microsoft, IFTTT

Business Software, Privia


Google, Groupon, Foursquare





A full list of what we regard as the most virtuous and disruptive technologies in enterprise IT is available at our CTOvision Company Guides.

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About Bob Gourley

Bob Gourley is the publisher of and and the new analysis focused Analyst One Bob's background is as an all source intelligence analyst and an enterprise CTO. Find him on Twitter at @BobGourley