Market Intelligence

Strategic Analysis · Market Intelligence · Executive Briefings

01
Platform Strategy

Why the Future of Platforms Is Bundled

The platform landscape is consolidating into bundled offerings across virtually every digital services category. Standalone products that were once viable are increasingly being ab...

02
Commerce

B2B Marketplaces: The Quiet Revolution in Commerce

While consumer marketplaces get most of the attention, B2B marketplaces are quietly rebuilding how businesses buy and sell. The scale of B2B commerce is roughly ten times larger th...

03
Startups

Before Product-Market Fit: The Importance of Founder-Market Fit

Product-market fit gets the most attention in startup advice, but founder-market fit — the match between founders and the problem they are solving — often determines whether produc...

04
Corporate Strategy

Why Corporate Venture Capital Is Reshaping Innovation Strategy

Corporate venture capital has moved from the periphery of corporate innovation to its center. CVC funds now participate in roughly 26% of all venture deals globally, up from 15% a ...

05
SaaS

Why Vertical SaaS Is the Next Great Opportunity

Horizontal SaaS markets — CRM, ERP, general productivity — are mature and dominated by established players. The most attractive new opportunities are in vertical SaaS: software bui...

Industry Topics

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Content and analysis sourced from a personal blog with a ground-level view of these topics.