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Ten years ago, Marc Andreessen wrote an article in the WSJ called ‘Software is eating the world’, arguing that there was a fundamental shift in the role that software plays in the economy.
Now, there’s a generation of companies that both create software and use it themselves to enter another industry, and often to change it.
Today, TV is interesting to tech companies not because of the content, or to sell devices, but because it’s $65bn of US ad spend that’s probably now in play.