The Sub-Module Problem
When the fragmentation reaches the sub-task level, the integration problem is larger than it looks.
Blog
The Module Valuation Trick
When a sub-module of a workflow raises at unicorn valuation, you can back-calculate the total addressable market.
The Protocol-Native Position
Building at the protocol layer is a different strategic position than building a vertical specialist. Both are valid. They compete differently.
The Vertical Fragmentation Tell
When each slice of a workflow gets its own dedicated tool, the integration layer is the next opportunity.
The Builder Who Walks the Chain
When the same team builds the same tool for adjacent domains in sequence, they're leaving a map.
The Partial Solution Signal
When multiple partial solutions emerge around the same gap, the gap is real. None of the partials fill it.
The Search Layer vs. the DD Layer
Finding deals and analyzing deals are different problems. The tools solving one aren't solving the other.
The Domain Adjacency Principle
When a workflow gets solved in one domain, adjacent domains will follow. The gap moves, not the solution.
The Guide That Doesn't Work
The gap between a published guide and someone successfully following it is a market.
The SaaSocalypse Signal
When AI clients become capable enough to do what SaaS tools do, the equilibrium shifts.