Industrial Software Investing
Mark TomasovicA newsletter on investing in climate and industrial technologies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | marktomasovic.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The $25 Billion Tech Company That Doesn’t Make Anything
When most people think of billion-dollar tech companies, they think of companies like Apple, Google, or Microsoft. But quietly behind the scenes, CDW has built a $25 billion business supplying the technology that keeps companies running — w...
The Be All, End All
The best industrial software companies start as a single workflow tool, become a system of record, and then finally evolve into a multi-product platform. A prime example is Acculynx.
Brooks' Law of Software Development
We’ve all had projects that have fallen behind schedule. It may feel tempting to add more people to the project to speed up the expected timelines.
Competition as a Driver
Humans are naturally hardwired to engage in comparison. And while Teddy Roosevelt famously said “Comparison is the Thief of Joy”, the phenomenon has also been shown to increase both effort and performance.
Authors
The writers behind this newsletter.
Investing in industrial software at Energize Capital
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