Metropolis
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
No amount of AI will automate away corporate dysfunction.
Vertical Agnostic Operational Excellence — The Thoma Bravo / Vista of Consumer SaaS
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
Vertical service marketplaces can optimize around one or a few adjacent verticals, but the low frequency of most verticals (other than cleaning and lawn care) creates challenges.