Dan Novaes

And their users to us. And then also then you have more spaces for advertisers to kind of like, you know, do that. Then you take your know-how of like, you know, data analytics, user acquisition, all the things that we know how to do because the founders that are building these businesses, I mean, they've crushed it in some way.

And their users to us. And then also then you have more spaces for advertisers to kind of like, you know, do that. Then you take your know-how of like, you know, data analytics, user acquisition, all the things that we know how to do because the founders that are building these businesses, I mean, they've crushed it in some way.

And their users to us. And then also then you have more spaces for advertisers to kind of like, you know, do that. Then you take your know-how of like, you know, data analytics, user acquisition, all the things that we know how to do because the founders that are building these businesses, I mean, they've crushed it in some way.

Like they found product market fit, but they may not be the most sophisticated in all these other areas, right? Just because you hit like, you know, gold once doesn't mean that it's going to come again. It's kind of like, you know, even thinking my story when I was 20, 22, right? 23 with my co-founder, we built some app that was literally spitting out five, 600 K a month and free cashflow.

Like they found product market fit, but they may not be the most sophisticated in all these other areas, right? Just because you hit like, you know, gold once doesn't mean that it's going to come again. It's kind of like, you know, even thinking my story when I was 20, 22, right? 23 with my co-founder, we built some app that was literally spitting out five, 600 K a month and free cashflow.

Like they found product market fit, but they may not be the most sophisticated in all these other areas, right? Just because you hit like, you know, gold once doesn't mean that it's going to come again. It's kind of like, you know, even thinking my story when I was 20, 22, right? 23 with my co-founder, we built some app that was literally spitting out five, 600 K a month and free cashflow.

I got lucky, you know, it just, it just hit it like, you know, at that time. And so, um, and, and so I think that like, that's a really interesting opportunity. If you look, there's a company called, um, Actually, you should check out this guy because I think you're a curious guy if you haven't heard of it. But there's Constellation Software. And it's like the billionaire that no one's heard of.

I got lucky, you know, it just, it just hit it like, you know, at that time. And so, um, and, and so I think that like, that's a really interesting opportunity. If you look, there's a company called, um, Actually, you should check out this guy because I think you're a curious guy if you haven't heard of it. But there's Constellation Software. And it's like the billionaire that no one's heard of.

I got lucky, you know, it just, it just hit it like, you know, at that time. And so, um, and, and so I think that like, that's a really interesting opportunity. If you look, there's a company called, um, Actually, you should check out this guy because I think you're a curious guy if you haven't heard of it. But there's Constellation Software. And it's like the billionaire that no one's heard of.

He looks like Gandalf. His name is Mark Landor. He has this huge Gandalf beard. There's only two interviews of his on the internet. And I tried to find all the content that this guy says, but basically he has built a $70 billion business. He raised $20 million once, that's all he's raised, and then built a $70 billion business that's publicly traded in Canada.

He looks like Gandalf. His name is Mark Landor. He has this huge Gandalf beard. There's only two interviews of his on the internet. And I tried to find all the content that this guy says, but basically he has built a $70 billion business. He raised $20 million once, that's all he's raised, and then built a $70 billion business that's publicly traded in Canada.

He looks like Gandalf. His name is Mark Landor. He has this huge Gandalf beard. There's only two interviews of his on the internet. And I tried to find all the content that this guy says, but basically he has built a $70 billion business. He raised $20 million once, that's all he's raised, and then built a $70 billion business that's publicly traded in Canada.

And that's what's the most insane about it. But they acquire 1,000 companies a year and their business model is on VMS software, which essentially is called vertical market software. They acquire companies that make super niche software. It's like you make it from tennis courts or tennis clubs in Florida.

And that's what's the most insane about it. But they acquire 1,000 companies a year and their business model is on VMS software, which essentially is called vertical market software. They acquire companies that make super niche software. It's like you make it from tennis courts or tennis clubs in Florida.

And that's what's the most insane about it. But they acquire 1,000 companies a year and their business model is on VMS software, which essentially is called vertical market software. They acquire companies that make super niche software. It's like you make it from tennis courts or tennis clubs in Florida.

And so there's not a ton of clients, but they're super profitable, but it's like $1 to $4 million businesses. These guys go and acquire thousands of those a year, and they have been able to do that for the last 20 years. that built a machine that just spits out so much cash and it operates in a very decentralized fashion. And so that's the type of stuff that's like really kind of inspiring.

And so there's not a ton of clients, but they're super profitable, but it's like $1 to $4 million businesses. These guys go and acquire thousands of those a year, and they have been able to do that for the last 20 years. that built a machine that just spits out so much cash and it operates in a very decentralized fashion. And so that's the type of stuff that's like really kind of inspiring.

And so there's not a ton of clients, but they're super profitable, but it's like $1 to $4 million businesses. These guys go and acquire thousands of those a year, and they have been able to do that for the last 20 years. that built a machine that just spits out so much cash and it operates in a very decentralized fashion. And so that's the type of stuff that's like really kind of inspiring.

Like when I see the future of Mode going into, which is really like, you know, we have this great ecosystem of opportunity where we have users, they're incentivized to go try out new products. You have on the other hand, a bunch of these small little apps that, you know, this is a great radio app, this great photo filter app, this is a great little game. And they're cashflow positive.

Like when I see the future of Mode going into, which is really like, you know, we have this great ecosystem of opportunity where we have users, they're incentivized to go try out new products. You have on the other hand, a bunch of these small little apps that, you know, this is a great radio app, this great photo filter app, this is a great little game. And they're cashflow positive.