D1 Capital 创始人：软件商业模式将被迫演变
D1 Capital Partners 创始人兼 CIO Dan Sundheim 预测，软件/SaaS 业务模式未来可能变得更差，必须经历演变。他类比沃尔玛在电商冲击下的转型：需要巨额投资、利润率受挫、面临新竞争对手，软件公司也将经历类似过程。他指出，拥有强大分发渠道、优秀商业模式并成为企业记录系统的公司将更具韧性。
Dan Sundheim, founder & CIO of D1 Capital Partners on future of Software/SAAS business.
"My guess is that software will have to evolve, will probably be a worse business model going forward.
But I think the same way that like Walmart evolved with e-commerce. It required an enormous amount of investment. Their margins took a hit. They had new competitors.
I think that'll be the case with software too, where companies that have really great distribution and great business models and are systems of record for companies. "
Great podcast by @patrick_oshag and @dsundheim
来源：rohanpaul_ai · x.com