Cosimo - e/acc ⏩ @CosimoScarinci
🇮🇹 VC @ Neva SGR linkedin.com/in/cosimo-scar… Modena Joined January 2013-
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WILL AI DESTROY YOUR SOFTWARE COMPANY? OR: WHICH SOFTWARE COMPANY SHOULD I BUILD? I'm a software private equity investor. I look at 10-20 software businesses each week to acquire. I see good, bad, and everything in between. ***I am reposting this since apparently all the pods…
I summarized my favorite manufacturing research piece into a one pager teaser. Make sure you read the whole thing below.
I summarized my favorite manufacturing research piece into a one pager teaser. Make sure you read the whole thing below. https://t.co/78kNfkN1vL
American Dynamism.
Adjusting for inflation, the Bessemer Cloud Index has been roughly flat since September 2019. Almost six years. I haven't run the numbers, but I'd guess total revenue for the index has roughly tripled over that time period. Entry multiples matter.
Stripe spends 1/3 of their annual letter roasting europe for their lack of growth. ouch.
Vertical AI is going to produce some of the biggest opportunities we’ve seen in software in the past decade. The opportunities may seem too narrow at first, but the TAMs will be much larger than we realize when fully exploited.
Vertical AI is going to produce some of the biggest opportunities we’ve seen in software in the past decade. The opportunities may seem too narrow at first, but the TAMs will be much larger than we realize when fully exploited.
There are four strategies in vertical SaaS right now where I strongly believe there is a lot of opportunity / money to be made: 1. Buying the businesses within the industry you serve, automating back office functions with AI, greatly improving EBITDA. Over time you should be…
AI Agents will dramatically expand the size of the software market. Here's how that will work. Traditionally, software companies are stuck within the constraints of existing IT budgets, with IT expenses running in most companies somewhere between 3-7% of revenue (with tech and…
Great founders don’t capture TAM Great founders create TAM
Great founders don’t capture TAM Great founders create TAM
Remember when 3x, 3x, 2x, 2x, 2x was the gold standard for annual growth in SaaS companies? That was cute.
Since TikTok is getting banned, here are my top TikTok’s from the past few years: This one was a banger. I filmed it so you could use the Duet feature and record a split screen, pitching me. Went viral on Twitter and actually ended up investing in a company that pitched me 😂
“Google could just create this in seconds”. This is the most moronic VC statement. Most software products any large incumbent could build. 1. They tend to have horizontal markets where specialised features could not be incorporated. 2. It’s not their focus. 3. A company…
Folks @ycombinator has gone fully based and e/acc-pilled with their recent RFS 🔥🌉
We're so back.
What are the vibes going to be like for the second half of the 2020s? Something like this, accelerate.
This team about to raise a $2T Seed Round
This team about to raise a $2T Seed Round https://t.co/QirpT9iwzp
The future will be streamed live 10/10, 7pm PT
🇪🇺 eu/acc A few weeks ago Mario Draghi asked my recommendations for his report that came out today about European competitiveness I had a call with him and summarized my problems with doing business in the EU I wrote this which is included in the report presented to the…
Founder Mode: paulgraham.com/foundermode.ht…
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