Insights

Companies

Companies worth watching, studying, disrupting, or pulling a thread on — tagged by the thesis or pattern they represent.

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Applause

Software quality and testing company built through acquisition.

New ConglomeratesInternet / Software PESoftware / SaaSDeveloper Tools
🧵 New Conglomerates
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Bending Spoons

Italian software conglomerate acquiring and operating apps at scale.

New ConglomeratesInternet / Software PESoftware / SaaS
🧵 New Conglomerates
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Brushpass

OSINT and intelligence research platform.

Internet ResearchLean / BootstrappedCybersecurityDefense / GovTech
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BuiltWith

Web technology profiler — shows what tech any website uses.

Internet ResearchLean / BootstrappedDeveloper ToolsMarketing / Sales
BuiltWith
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Cars & Bids

Doug DeMuro turned a YouTube audience into a car auction platform.

Creator CommerceMedia / Creator Economy
🧵 Influence-Led Software & Internet Companies
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Cart.com

E-commerce infrastructure roll-up consolidating fulfillment, marketplace, and brand services.

New ConglomeratesInternet / Software PERetail / CommerceLogistics / Supply Chain
🧵 New Conglomerates
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ComputerEase

Legacy construction accounting software — incumbent to unseat.

Construction / TradesFinancial Services
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Crayon

Competitive intelligence platform — ripe for disruption with AI.

Marketing / SalesSoftware / SaaS
Crayon
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Dupe.com

Capitalizing on dupe culture — making it easier to find and buy alternatives.

Capitalizing on Cultural WaveRetail / CommerceConsumer / D2C
🧵 Dupe.com | making it easier to buy
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Emergence Software

Software roll-up focused on acquiring and growing B2B SaaS.

New ConglomeratesInternet / Software PESoftware / SaaS
🧵 New Conglomerates
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FTX

Case study in applying quant trading to inefficient crypto markets.

Trading on Inefficient MarketsFinancial ServicesFintech
🧵 Quant Trading Applied to Inefficient Markets
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Glimpse

Trend discovery and consumer insights platform.

Internet ResearchLean / BootstrappedMarketing / SalesConsumer / D2C
Glimpse
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Huckberry

Editorial-first brand where content drives product discovery.

Content-Enabled CommerceRetail / CommerceMedia / Creator Economy
🧵 Content-Driven Commerce
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Klue

Competitive enablement platform — another CI tool to compete against.

Marketing / SalesSoftware / SaaS
Klue
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Nas.com

Nas Daily built a creator-led education and community platform.

Creator CommerceMedia / Creator EconomyEducation
🧵 Influence-Led Software & Internet Companies
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Nomad List

Bootstrapped community and data platform for remote workers and digital nomads.

Internet ResearchLean / BootstrappedHospitality / TravelHR / Talent
Nomad List
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Pattern.com

Second-order opportunity from the platform revolution — helping brands succeed on Amazon and marketplaces.

2nd-Order Platform OpportunityRetail / CommerceSoftware / SaaS
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Physician Side Gigs

Sneaky interesting despite poor digital presence.

Sneaky Interesting / Poor DigitalHealthcare
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Sage 50 Contractor

Legacy contractor accounting from Sage — slow-moving incumbent.

Construction / TradesFinancial Services
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Sandow Media

Media company that monetizes through commerce, not just ads.

Content-Enabled CommerceMedia / Creator EconomyRetail / Commerce
🧵 Content-Driven Commerce
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ShopCircle

Acquiring and operating Shopify apps and e-commerce tools.

New ConglomeratesInternet / Software PERetail / CommerceSoftware / SaaS
🧵 New Conglomerates
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Shovels

Building permit and contractor intelligence platform.

Internet ResearchLean / BootstrappedConstruction / TradesReal Estate / PropTech
Shovels
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Tegus

Expert network and primary research platform for investors.

Venture CapitalFinancial Services
Tegus
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Thorne

Health and wellness company blending supplements with personalized diagnostics.

HealthcareConsumer / D2C
Thorne
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Zabihah.com

The original halal restaurant directory — ripe for a digital rebirth.

Digital RebirthHospitality / TravelConsumer / D2C