Spinning the flywheel

We want to see a company working hard on spinning their flywheel faster and faster in order to get better and larger. Our investment phiosophy is focusing on companies becoming platforms in a network economy with Artificial Intelligence as an accelerator.

The platform collects proprietary data which enables the company to develop an AI that no one else are able to create without the same amount of data. A company that have a first mover advantage into a market niche with a large TAM and is able to spin their flywheel faster than competitors, will dominate and grow into a huge company.

The flywheel:

• Increased Product/Service Value - A constantly improving product drives pricing power and market share.
• More Scale - A growing market share affords more scale, which equates to more goodwill and capital.
• Artificial Intelligence (Proprietary Data) - More scale leads to more and better data which translates into commoditized intelligence across the organization.
• Increased Operational Efficiency - More capital, when coupled with adequate organizational properties, leads to more efficiency.