2011-11-28

Los programas están cambiando el mundo

En Why Software Is Eating The World algunas ideas sobre este tema que ya casi es recurrente en esta bitácora: cada vez dependemos más de los ordenadores y, en particular, de los programas que estos ejecutan.
Y más vale que nos demos cuenta pronto.

Primero, cómo los poderes económicos tradicionales 'no lo pillan': por ejemplo, la valoración de Apple como empresa es inferior a la de otras comparables en otros campos de actividad.


Today's stock market actually hates technology, as shown by all-time low price/earnings ratios for major public technology companies. Apple, for example, has a P/E ratio of around 15.2--about the same as the broader stock market, despite Apple's immense profitability and dominant market position (Apple in the last couple weeks became the biggest company in America, judged by market capitalization, surpassing Exxon Mobil). And, perhaps most telling, you can't have a bubble when people are constantly screaming "Bubble!"


La librería más grande del mundo es Amazon, y una de sus ventajas competitivas son los programas que le ayudan a vender más y mejor:


Today, the world's largest bookseller, Amazon, is a software company--its core capability is its amazing software engine for selling virtually everything online, no retail stores necessary. On top of that, while Borders was thrashing in the throes of impending bankruptcy, Amazon rearranged its web site to promote its Kindle digital books over physical books for the first time. Now even the books themselves are software.


Finalmente, los programas están sustituyendo a muchos productos industriales que antes fabricaban aparatos específicos para tareas determinadas (por ejemplo, los navegadores GPS, pero también muchas otras de las funciones relacionadas con los automóviles, que es un tema que me llama bastante la atención):


Software is also eating much of the value chain of industries that are widely viewed as primarily existing in the physical world. In today's cars, software runs the engines, controls safety features, entertains passengers, guides drivers to destinations and connects each car to mobile, satellite and GPS networks. The days when a car aficionado could repair his or her own car are long past, due primarily to the high software content. The trend toward hybrid and electric vehicles will only accelerate the software shift--electric cars are completely computer controlled. And the creation of software-powered driverless cars is already under way at Google and the major car companies.


¿El futuro? Según el autor, la sanidad y la educación:


Health care and education, in my view, are next up for fundamental software-based transformation. My venture capital firm is backing aggressive start-ups in both of these gigantic and critical industries. We believe both of these industries, which historically have been highly resistant to entrepreneurial change, are primed for tipping by great new software-centric entrepreneurs.


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2011-11-28 22:50 | 0 Comentarios | In English, please | En PDF | Para enlazar # |
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