Software is the new Hardware
With the rise of AI-powered software development, including low-code platforms and vibe coding, robust cloud computing resources, and mature open-source ecosystems, building large-scale software quickly has never been easier. As a result, entrepreneurs are now creating AI-powered vertical SaaS products that combine the functionality of multiple hor... See more
The Rise of AI-Powered Vertical SaaS
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
Better Tools, Bigger Companies
Jarrod Dicker of the Washington Post had a great insight about the rise of “expensable media” (think Stratechery, The Information, 2PM) and its positive impact on the creator ecosystem. This same effect could fuel a massive expansion in the consumer subscription software market that is compounded by a shift away from the office and its bundled amen... See more
Brett Bivens • Consumer Subscription Trends
There will always be a role for generalist, flexible software. But for established industries where patterns of behavior are more established/well understood (aka companies that are not active residents of startupville) there will be custom software built just for them.