Andrew Gazdecki argues pre-revenue software built for small-business owners could become a tradable asset class. Most people use software, but few own software businesses. Buyers with existing distribution networks can acquire niche vertical products and generate clear ROI by reaching their own customers.
Chapters
Key really here is taking advantage of this new asset class that is emerging. It is pre revenue software for small business owners. And you know, Mark Andreessen talked about software eating the world. I think it's not there yet. In terms of consumers like consuming, yes, software is eating the world, but in terms of ownership of software, it's not there yet. And I think there's this huge change to come in the future where every small business owner has a software side to their business. I think this is going to be a whole new tradable asset, which acquirer is going to be a beneficiary of. And people like me who kind of build a niche vertical, and then the buyer has a distribution, so they buy from us. And then the ROI is very clear to them because they already have the network and the distribution in this space.