Industry 4.0 — Reinventing the Factory Stack

"If you went to bed last night as an industrial company, you’re going to wake up today as a software and analytics company." (Jeffrey Immelt)

Jeffrey Immelt, former CEO of General Electric, nails it down. Industrial companies are feeling the increasing pressure to adapt to the changing environment. They experience the shift to new business models and the need to implement new technologies. After steam, electricity and computers, there are now a huge wave of new technologies shaping the industrial sector, broadly described as cyber physical systems. This includes cloud computing, IoT and bringing together the physical, digital and biological worlds.

In the following post, I want to outline my thinking around evaluating Industry 4.0 startups, present opportunities and risks of this market, map 100+ companies as examples and try to give some advice to founders in this industry based on all the discussion I had.

See my Medium post here.

5 Implications for founders from analyzing 110 promising European SaaS companies

In September 2016, Philippe Botteri from Accel released a landscape with 110 promising European SaaS companies including 9 portfolio companies from Point Nine. The list is based on some factors such as market attractiveness, traction, and team for example. The goal of this landscape was not to provide a complete list but rather a comprehensive overview of several great SaaS companies in Europe.

In recent weeks I did an analysis of the landscape for Point Nine and dug deeper into the numbers. It’s striking me that those SaaS companies have been built in very different ways, which makes it impossible to lump them together or to derive successful patterns. Therefore, I’d like to point out some insights and additional comments which could be helpful for founders and some thoughts they might want to bear in mind when building a company.

See my Medium post here.