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Hardware vs. Software Value Shift
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Talking points
Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.
DD
There has been a distinct shift in profitability and value from the software business back to hardware.
“You had a significant shift in the value proposition. And where was the value coming from? It went from software back to hardware.”
Alex Kantrowitz · May 2026 · 1 episode · 20K views on this topicPositions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.
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In the transcripts
