As the Mafia's Alterego Said: 'Follow the Money
#86 Angelinvesting.it - From idea to Series A - Weekly Newsletter
3 minutes to reflect
Giovanni Falcone, the legendary judge who took on the Sicilian Mafia, had a razor-sharp strategy: "follow the money," he'd say. Find the cash flow, and you'll catch the criminals red-handed.
Let's channel Falcone's wisdom into the world of B2B startups. Where's the real treasure chest? It's not in the billions companies spend on software – that's small change. The mother lode is in the trillions spent on work done by white-collar professionals using that software. That's where the game-changing action is.
Now, AI is rewriting the rulebook. It's not just another tool in the box anymore. It's becoming the skilled professional wielding those tools. We're witnessing a seismic shift: startups and VCs are no longer chasing mere billion-dollar opportunities. They're going after the trillion-dollar jackpot.
How? By attempting to create AI systems that don't just assist lawyers, doctors, or accountants – they perform the complex tasks these experts do. We're moving from building hammers to forging master craftsmen.
In this new landscape, building tools for experts is becoming as outdated as using a flip phone in the age of smartphones. The future belongs to those who can create AI that doesn't just support expertise – it embodies it.
This transformation won't happen in the blink of an eye, but its course is set. When there's a trillion-dollar prize on the horizon, market forces become an unstoppable tide, driving innovation to dizzying heights.
Or as Falcone would say: "follow the money." In the world of AI startups, that trail now leads far beyond tools, straight to the heart of professional expertise itself.
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Have a great weekend,
Simone
I like the stat about the white collar worker spend. What’s your source?