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Brad Burnham of Union Square Ventures has an important and thought provoking post up titled What’s next? Whenever Brad writes something, I read it carefully – not only because he has a fantastic first name – but because he usually nails something important.
Brad’s description of the progression of the “central value proposition” in the computer system over time – from hardware, to systems software, to application software, to networks, and ultimately data is a great framework. He asserts that the next layer of value will come from governance.
If you are an entrepreneur or an investor in tech companies, it’s worth a slow, meditative read.