10 years building vertical software: My perspective on the selloff.
𝕏/@nicbstme •
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Promote with Leviathan News"The Test For any vertical software company, ask three questions: 1. Is the data proprietary? If yes, the moat holds. If no, the accessibility layer is collapsing. 2. Is there regulatory lock-in? If yes, LLMs don't change the switching cost equation. If no, switching costs are primarily interface-driven and dissolving. 3. Is the software embedded in the transaction? If yes, LLMs sit on top of you, not instead of you. If no, you're replaceable. Zero "yes" answers: high risk. One: medium risk. Two or three: you're probably fine."
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