Everything is Technology
Summary
This essay argues that technology companies will keep replacing incumbents across many industries and that venture capital should expand with that shift. It uses historical examples like Ford, Tesla, and Uber to show how new technologies can create or capture huge addressable markets. It also explains why larger venture funds and megafunds can make sense when outcomes become much larger and more common. The piece extends the same logic to asset managers, private markets, and AI-driven roll-ups, framing the current era as one where everything becomes technology.
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