Humba II: Doubling Down on Deep Tech
Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
michaeldempsey.me
Techno-Industrials are addressing larger markets than most software companies can.
They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.
They are more capital efficient than most investors expect.
And they have to be more strategically sound than the average software company.
B... See more
They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.
They are more capital efficient than most investors expect.
And they have to be more strategically sound than the average software company.
B... See more