Hey Kunle, I agree with a lot of the above! Another way I think about it is through the Keith Rabois lens, “Find large highly fragmented industry with low NPS; vertically integrate a solution to simplify product value.”
BTW, it is capital “I” EarnIn. (Gotta protect the brand!)
June 2023: Subtle Differentiation (or why there are no 10x products in fintech)
Regarding your 8th footnote: 'In practice, this only works “some” of the time.'
When does embedded APIs work and when doesn't?
Hey Kunle, I agree with a lot of the above! Another way I think about it is through the Keith Rabois lens, “Find large highly fragmented industry with low NPS; vertically integrate a solution to simplify product value.”
BTW, it is capital “I” EarnIn. (Gotta protect the brand!)
This is a great explanation. I wonder if it also applies to other areas that are getting crowded such as devtools