Vertical Integrators
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
If you think the existing system simply needs to be improved, you might want to build or invest in the types of companies that can improve it.... See more
But if you believe that we’re in a moment in which systems need to be rebuilt, then you will want to build or invest in a smaller number of Vertical Integrators that can handle as much complexity as is need