[conductr]

There’s not a lot of actual innovation in software. Hasn’t been in quite some time. Any project a lot of these companies invest in has to be tied to a revenue stream or it doesn’t get funded. I think it’s a wholesale realization that they’ve been throwing money away at projects with no revenue and they’re shaping up/maturing as a company being smarter about what projects they invest in. I’m sure it has to do with tax code changes and such that initiated the bigger rethink. But it’s also just not a lot of big new foundational innovation taking place.

I’m not so optimistic. But glad some people are!