Knowledge as an addictive drug—an investor’s guide to the expert network industry

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

It's a valuable service, and that value is compounding: physical supply chains are getting more complex, but so are software and service supply chains, so there's an increasing amount of specialized knowledge in the world that needs to be intermittently accessed. That kind of access can be bought wholesale, but sometimes it's only necessary a la ca... See more