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

Start with an ambitious, high-potential idea, but challenging and full of ambiguities — the rough shape of a nascent great idea. It typically isn’t new, but solves many problems in a simpler, more intuitive way. It ignites people’s curiosity and self-motivation. At the end, it should seem “obvious” so that others want to copy, because there aren’t... See more