The industries you mention are huge. And fragmented.
But once we start adding technology(not necessarily just software), they will become much less fragmented, with a few big winners.
Doesn't that mean venture capital is a necessity ?
But once we start adding technology(not necessarily just software), they will become much less fragmented, with a few big winners.
Doesn't that mean venture capital is a necessity ?
Even without the winner take all potential, it still makes for a great $100M business idea that seems much less risky to me. There can be dozens or hundreds of $100M trucking companies. That's a lot of winners. :)
The worst bit is that this will cause a reinforcing loop, of more customers flooding to the market leader, causing the market leader to develop better AI, causing more customers, etc etc.
This enables me to plan the best routes and be the most efficient. My platform will win.
But you imply there are hundreds of niches.
That's interesting.
What am I missing ? How do you analyze that market ?
Large, generic haulers just don't offer the same kind of customer service.