SkillMagic: Not Boring Investment Memo

Product

• Fewer jobs-to-be-done. Focus on just 1-2 jobs-to-be done that are shared by many clients. The more jobs, the harder to productize. You can always expand.


• Scalable access. Find and tap into high-quality talent channels. Mechanical Orchard did this with the Pivotal Labs network (CEO Rob Mee used to run that company). Where’s your leg up?


• Piggyb

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Enter Large Language Models (LLMs). The first tranche of products and startups leveraging LLMs has kept within the mental model of selling software to achieve step-function improvements in end-user productivity. The "Copilot for [x]" trend reflects this mental model. While there are fantastic startups innovating to improve employee productivity, LL... See more

But there is a hole in the market for more sophisticated investors and those who are ready to graduate from Wealthfront and Robinhood. Just as many B2B SaaS companies took inspiration from consumer software -- the “consumerization of enterprise SaaS” -- Composer is building a prosumer investing product with a consumer-quality UI and professional-gr... See more