Physical Design Software: The Strongest Moats in Software
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An Overview of the History, Market, and Trends in CAD, Simulation, and EDA software
Physical Design Software: The Strongest Moats in Software An Overview of the History, Market, and Trends in CAD, Simulation, and EDA software Eric Flaningam Aug 18, 2024 65 4 8 Share When we look back at the history of software, we see that nearly every category has seen waves of new companies that rode technology shifts to unseat incumbents. The cloud laid the path for much of this disruption. It fundamentally lowered the barrier of entry to software development. Companies could now build software with a credit card instead of a data center. Nearly every industry in software saw “cloud-native
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