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Of course software is eating the world. Wheels ate the world. Fire ate the world. Written language ate the world. Plumbing ate the world. Electricity ate the world. Radio communications ate the world.

Not every project or human endeavor that involved wheels, fire, written language, plumbing, electricity, or radio ate the world, but every project that did not involve them eventually got eaten, for the simple reason that you needed to keep up with technology as a minimum. But beyond that, projects succeed or fail for the same reason they always have: understanding the actual problem you're trying to solve.

Uber's success is not due to software. Uber's success is due to its understanding of the transportation market and how to play the regulatory game to its advantage while never getting permanently in trouble. Uber's ability to deliver on the huge market opportunity they saw—i.e., its lack of failure—is due to software. We quite reasonably call this "success" when talking about technology, but if we're talking about companies succeeding or failing, that's not a discussion about technology.



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