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Kevin Stevens's avatar

💯AI allows everyone to build software quickly now, so vertical software has a leg up because the magic is in understanding the complexities of your customer better than competitors. I love the compound software angle, and it probably shows up in retention. Everyone building software = more competition so you almost have to be compound to create massive switching costs as new solutions come to market.

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Slav Stankov's avatar

Great article and view on the topic

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