Vertical Integrators
Aggregators won the Internet era by owning demand and not owning supply.
The exact opposite model will win the Techno-Industrial era.
Vertical integration is back. https://t.co/FmFsLPn6qC
Peter Thiel: “Vertical integration is an under-explored modality of technological progress”
“In my mind, there probably are only two broad categories in the entire history of the last 250 years where people have actually come up with new things and made money doing so.”
The first is vertical... See more
Startup Archivex.comTechno-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