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Can you think of a tech company in the news today that said: "If we own this hardware via buying this company we will have a valuable distribution channel for SaaS." google.com/amp/s/25iq.com…
Hardware is the new CAC for software/SaaS. geekwire.com/2019/amazon-ac… The margins and scalability of the business comes from the software/SaaS.
Steve Jobs: "The more we look at it, for more and more consumer devices the core technology in them is going to be software. More and more they look like software in a box. And a lot of traditional consumer-electronics companies haven't grokked software." ehmac.ca/anything-mac/5…
