B. Software areas for exploration

The state of VC in 2025. Where we are, where we are going, and where to invest ... https://t.co/NvOOYzeEpG https://t.co/cbXha8w19L

There are a few characteristics of the markets/sectors where AI rollups will be particularly effective. In no particular order, these markets should be: (1) highly fragmented; (2) large and growing; (3) lacking technology expertise and reluctant to buy software; (4) high revenue, low margin; (5) driven by human knowledge work (human knowledge labor... See more