Two trends some founders told me they’re currently pursuing:
- AI software companies exploring acquisitions in vertical industries: If you have strong conviction (and real data) that AI can drive radical efficiency to a business, why not own the business itself
- End-to-end is in, point solutions are out: Agentic solutions (enabled by MCP) streamline full workflows; also companies increasingly prefer to reduce their SaaS subscriptions and vendors
These are both huge unlocks, and combined, these can lead to the emergence of new, vertically-focused small scale Berkshire Hathaways.