The software industry is undergoing a fundamental shift from building technology in-house to buying it from specialized vendors. What started with cloud infrastructure has expanded to every layer of the software stack — from databases and observability to AI APIs. This 'vendorization' trend explains why new startups grow faster
Table of contents
Software companies buying software: a story of ecosystems and vendorsWhat’s a tech company?Enter the cloudRefactoring the software stackEverything becomes an APIThe buy it vibe shiftThe security vibe shiftThe economics of a deeper stackGoing up and down the stackWhat does this mean to the software ecosystem?Ok, but what about AI?SummarySort: