The Cloud is similarly tricky: As we can factor our non-essential costs and push them to someone who can trade on their efficiency- there may still be competitors to Amazon, but monoculture is creating a strangling-effect there as well.

I'm hoping that privacy and legislative effects will force companies to pull more things in-house so that they can provide controls and guarantees about their use. This can be good for software: If your medical data has to be on-prem, they have to build the right security controls to do so. If it can be in the Cloud, then they just need the security controls on paper. That creates a risk that maybe we can convince people to understand.