Value have been first in the hardware as a first stage, in a second it has been within software and it seems “The age of data is upon us” declared Redmonk’s Stephen O’Grady at the Open Source Business Conference.
On a great articles available here which summarize O’Grady’s words: http://www.ecommercetimes.com/story/72471.html
Mainly it summarize the timefline as follow:
- The first stage, epitomized by IBM, held that the money was in the hardware and software was just an adjunct.
- Stage two, fired off by Microsoft, contended the money is in the software.
- Google epitomizes the third stage, where the money is not in the software, but software is a differentiator. “Google came up at a time when a lot of folks were building the Internet on the backs of some very expensive hardware and software. Google uses commodity hardware, free — meaning no-cost — software, and focuses on what it can do better than its competitors with that software.”
Wondering what could be the the fourth stage ? It might be Facebook and Twitter. “Now, software is not even differentiating; it’s the value of the data. Facebook and Twitter monetize their data in different ways.”