The SaaS Era is Over ; Software is a Business Tool not a Business Model↗

The End of Software docs.google.com/document/d/103…↗

💡 Simple Software Holding Company Look for expiring .com's with keywords that imply some sort of simple tool you could build on top of it. Should have existing backlinks and even better if it's got traffic. Build said tool. Ideally self-contained with no need for third-party A…↗

There is a big “if” here, but in the category of big if true, given we are attacking services, the starting market size for the AI opportunity is larger than the entire current software market. -@gradypb at Sequoia AI Ascent↗

This guy acquires companies for breakfast, lunch, and dinner. But never sells them. The coolest software billionaire you've never heard of 🧵↗

Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000. A former venture capitalist, Mark Leonard started Constellation in 1995 with $15m of outside investment & a goal of buying vertical software companies.↗

Every single software company is gonna relearn how to be best friends with McKinsey in the next couple years↗

software is such a cheat code in the game of business. My first company was a restaurant. One of the worst businesses you can start (everyone told me this, but being young, I told them to kick rocks)↗

A friend is selling their niche, profitable SW business - $1.5M rev / $500K net income. Are there any PE buyers at this nano-scale?↗