It seems not too long ago, business arrangements between application providers were called partnerships….now they carry distended labels like platforms or ecosystems. Platforms come in various guises. Some, like eBay or AirBnB, don’t create products for direct consumption, but instead provide the connective tissue for various constituents of the platform to connect, taking a cut […]
Tag Archives: PaaS
[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
February 23, 2026
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →[POOL] Pool Corp.
How Pool stacks up to Watsco
February 13, 2026
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
Continue reading →[RELY] Remitly
Remitly looks interesting
February 4, 2026
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
Continue reading →[KNSL] Kinsale
[KNSL] Kinsale is built for speed
January 26, 2026
One way to carve up the investment universe is between standardized products, like index funds, [...]
Continue reading →[WSO] Watsco
thoughts on Watsco
January 16, 2026
While investors continue to be enthralled by AI and all things Tech, I can’t help [...]
Continue reading →