Custom software building is evolving into a product company
Seeing an increasing number of companies that build ‘custom’ software for large enterprises.
Javier
Javier
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Datacenters in space or powered by nuclear?
AI is eating the world, it needs datacenters to be trained and to operate, and so demand for datacenters is projected to increase at a fast pace.
Not all SaaS has been affected equally
Not all software categories have been affected equally in the ‘SaaSpocalypse’.
Will SaaS incumbents die in 5-10 years?
Why is it happening, what people/I think, and what you have to believe to be a buyer
Vitec - Driven by Curiosity
Vitec started in Sweeden at the same time as Constellation Software, but today is 1/35th of the size.
The first rollup: Standard Oil and Rockefeller
A decentralized rollup built one of the largest companies in the world in the 1800s
Copart: The Tech-Enabled Rollup of the 90s
Copart is one of the largest car auction sites in the world, and the leader in auctions of damaged cars (e.g.
AI, the new front door to the internet
And why AI assistants are a valuable business
Serial acquirer types
A classification
Serial Acquirers
An introduction