It's not Software that's eating the world; it's Amazon.com. With their stellar 2017 earnings, they're obliterating every market they get into.
As much as I love Amazon, they're becoming increasingly problematic. Their hold on cloud computing, voice control and online retailing is complete.
This tight grip on vertical markets is creating a serious lack of competitiveness. Anyone that wants to go against them faces a nearly impossible task. Those that rely on the Amazon platform are subject to the unyielding grip of the retail titan. It's either sell through them or face oblivion.
As Amazon expands into other vertical markets, more industries will feel Bezos's wrath. Now it's the turn of groceries, logistics and in a very close future, pharma.
Google can't compete with Amazon. Neither can Apple. Amazon's domain seems to be unchallenged. Some are calling for an urgent review of antitrust regulation in the US. But we all know that's a patch. We need an Amazon challenger.
Is there such company?