Why the whole world software

Why is software all over the world "rolling"?

In the past 10 days, the global technology circle and social media have been overwhelmed by a phenomenon: whether it is social networking, tools or entertainment software, it seems that they are all "involving" crazily. From function iteration to interface design, from marketing strategy to user competition, what logic is hidden behind this smokeless war? This article will use structured data and analysis to uncover the truth behind this trend.

1. Dynamic inventory of global popular software in the past 10 days

2. Three core driving forces of software “involution”

1.The competition for user attention is fierce: Data show that in 2023, the average number of apps used by users per day will decrease by 17% year-on-year, but the duration of use in a single day will increase by 23%. This means that the software must use more "top-level" features to retain users.

2.Technology iteration cycle shortened: The explosion of AI and other technologies has compressed the function development cycle from 3 months to 3 weeks. As shown in the table below, the update frequency of head software has increased significantly:

3.Growth anxiety in capital markets: The secondary market’s valuation logic for software companies has shifted from “user scale” to “user value.” Meta’s latest financial report shows that for every $1 increase in its ARPU (revenue per user), the stock price rises by 2.3%.

3. The winner and price of this competition

•short term beneficiary: Users gain richer functional experience, and developers gain higher valuations

•long term hazard: The proliferation of homogeneous functions (83% of new functions were copied by competing products within 6 months), and increasingly serious digital fatigue (the survey shows that 61% of users want a "minimalist mode")

4. Possible breaking points in the future

Observing the recent trend of technology patent applications, we found that there are three major breakthrough directions:

This software competition sweeping the world is essentially a "painful period" that must pass through in the evolution of digital civilization. When technological innovation changes from quantitative to qualitative changes, perhaps we will usher in a smarter and more restrained digital era. But before that, "volume" is still the main theme - because stopping evolution means being out.