| One thing I want to point out about software is that its perpetually commoditized. Any piece of valuable software will get a free version after some amount of time. It happened to compilers, operating systems, and renderer. It's gradually happening to game engines. That's why the largest software companies are really just network effect monopolies. You only use it because other people use it or it relies on some sort of proprietary format. Many companies like Adobe, Microsoft and Google could sustain a dramatically lower headcount if they started from scratch and never went outside the confines of their network monopoly markets. From that perspective a one person unicorn is very feasible if we think about it as building a network effect monopoly. In fact a close example already exists -- Minecraft was very close to being a single person unicorn. If we have a one person unicorn, I'd imagine it'd be something more like Minecraft than someones newsletter or Google! |
There are still plenty of areas where this isn't true. Or where the free versions are so far behind it may as well be true.
I work on CAD software that integrates with Catia, NX, and Creo, and the pro CAD software is light years ahead of the free alternatives. And even if the free stuff catches up, there's practically zero chance the biggest users will switch from what they're currently using. CAD lock-in is tricky. A lot of times the different CAD systems target different niches, so it's not just file format lock-in, but that a certain CAD system is better for making planes, or designing for CNC, or whatever. And most companies have automation that integrates with their particular CAD system. And the parts have to be read by newer software for decades and produce identical results, or they won't fit together right.
Some of the vendors release free versions, but they're not open source, and they're only there to steer people towards the paid versions later on.