Vertical Integrators
Each micro-startup gets to leverage the technical infrastructure, distribution engine, and existing customer base of a large company. But the GM model requires complex coordination of resources across the company – new product leaders need to push the marketing team to highlight their capabilities, train the sales team on selling their product, and... See more
John Luttig • Rippling and the Return of Ambition
Just as the internet and web browser unlocked the previous shift, the new ease of embedding payments, lending, and other financial products will allow industry-specific software platforms (Vertical SaaS) to destroy multi-market/horizontal solutions like Salesforce. Ever smaller niches will be able to sustain venture-scale software companies because... See more
every.to • The End of Software, Again
One of the driving insights that led me to leave my job in 2021 at Reddit, because of my interest in the crypto industry, because of my fascination with decentralization, and because of my, you know, belief that the ability to own and control and create and have access to all of the data that we as individuals create online. I didn't believe that I
... See moreToolmakers are closer to what I’d categorize as actual deep tech. They are solving deeply technical problems in order to give humanity fundamentally new capabilities. They’re often the ones pushing the exponential curves. A company developing a new type of semiconductor, new materials, or more efficient solar cells might fit into this category.
Tech... See more
Tech... See more