IONA reposted this
30 years ago, building a website was "tech" 20 years ago, building a SaaS was "tech" 15 years ago, building an app was "tech" ... but in 2024, the world has changed! 🌍💸 The reality is simple: when dealing with autonomous systems, for instance, 90% of the work to operate is the foundational building block of everything else (so your IP is your end-to-end integration). It doesn't mean that you need to open factories, but you source some parts of your software like you source your carbon fibre. To my knowledge, I don't see many investors rushing to invest in a carbon fibre manufacturer? Yet, unlike Andreessen Horowitz, some VCs are still rushing to do that with non-defensible software players 🤷🏻♂️ #technology #hardware #software #startups #drones
Software will be a commodity! We are entering a new era. An era of systems and resilient production. A capability of sovereign manufacturing and a strong supply chain to produce world class hardware. Let me give you a few examples of what I believe we will see as commodity, literally available for free as open source in next 12-24 months, in the unmanned industry: 1. GNSS denied navigation capabilities 2. Tracking (single/multi object) 3. Swarming 4. Context based AI 5. CAT I targeting Andreessen Horowitz has correctly identified this and is shifting their investment strategy. It’s not anymore all about software eating the world. It’s about American Dynamism. It’s time to change course!
Agreed, unique products which actually get things done & fundamentally change things are what is "tech"
Interesting point about VCs—hopefully, more will see the value in investing in defensible, integrated solutions rather than just standalone software. We're facing a similar issue, where we often hear that the manufacturer's device is 'secure by design'. That's great, but it doesn't mean the job's done!
🥥 🌴 🇺🇸 Slava 🇺🇦 Stand with 🇮🇱 Fixing 🇪🇺 Tech Sovereignty
1moCouldn’t agree more! I do see traction in companies like Blackwave GmbH. Actually SpaceX is a great example as well - yes they will provide disruptive cost launch services. But first they had to reinvent rocket construction and material composure. The Software of their GNC: common knowledge (I am exaggerating a little bit)