Graph: US-Wide Private Fixed Software Investment / Software Industry Developers: Price / Technology Quality Adjusted Nominal “Unbounded” + Software Developer Value Added
“For example, software development has an unbounded task TAM . There is value to a business in creating a lot more software , assuming it is useful software.”
Price / Quality Gap Rises -> Better Software Too
‘05-’07 ‘08-’10 ‘11-’13 ‘14-’16 ‘17-’19 ‘20-’23
‘87-89 ‘90-’92 ‘93-95 ‘96-’98 ‘99-’01 ‘02-’04
Source: Redacted Cloud Ratings Quantitative Research Social Attribution: @CloudRatings + @SaaSletter
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