Tim O'Reilly on generating value with commodity software.
Tim O'Reilly: "somebody gets a critical mass of customers and data and that becomes their source of value.
On that basis, I will predict that -- this is an outrageous prediction -- but eBay will buy Oracle someday. The value will have moved so much to people who are not now seen as software suppliers."
.... "Amazon is the furthest along this path, in a lot of ways. Amazon really understands that they are becoming a platform."
[Micah's Weblog]
Great article! I am convinced that we can now 'see" the new business model and it is made up of two components - build to order - the primary Dell focus and build community - the primary eBay focus. Amazon has both of these aspects in its model.
New entrants that pull this new model off well will destroy the traditional competition. Two areas that I think are most open to this attack are post secondary eductaion and chronic health care.
Why do I think this? More later
7:39:02 AM 
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