Javier

Will SaaS incumbents die in 5-10 years?

Why is it happening, what people/I think, and what you have to believe to be a buyer

Apr 1 • Javier

3

December 2025

Vitec - Driven by Curiosity

Vitec started in Sweeden at the same time as Constellation Software, but today is 1/35th of the size.

Dec 22, 2025 • Javier

1

The first rollup: Standard Oil and Rockefeller

A decentralized rollup built one of the largest companies in the world in the 1800s

Dec 7, 2025 • Javier

6

November 2025

Copart: The Tech-Enabled Rollup of the 90s

Copart is one of the largest car auction sites in the world, and the leader in auctions of damaged cars (e.g.

Nov 28, 2025 • Javier

7

4

2

May 2025

AI, the new front door to the internet

And why AI assistants are a valuable business

May 7, 2025 • Javier

2

October 2024

Serial acquirer types

A classification

Oct 2, 2024 • Javier

2

September 2024

Serial Acquirers

An introduction

Sep 25, 2024 • Javier

2

Vertical Software (and AI)

(2023 view, 1 year delayed posting)

Sep 19, 2024 • Javier

1