Marc Andreessen’s legendary quip that “there are only two ways to make money in business: bundling and unbundling” has governed the technology sector for decades. The cloud era was defined by aggressive, relentless unbundling. As monolithic on-premises enterprise suites (like legacy SAP and Oracle installations) fractured, specialized Software-as-a-Service point solutions emerged to tackle single, narrow […]
For the past fifteen years, the undisputed corporate playbook across venture capital and enterprise technology was defined by extreme, compounding software fragmentation. Whenever a discrete operational friction point emerged—whether managing outbound sales pipelines, handling inbound technical support, reconciling cross-border vendor payments, or conducting competitive intelligence—a venture-backed point solution materialized to address it. Enterprise IT buyers […]