Dear Reader,
Welcome to the 71st edition of the good reads newsletter by Malpani Ventures. Sharing your weekly dose of articles for this weekend’s reading!
Roadmap: Climate and energy software
https://www.bvp.com/atlas/roadmap-climate-and-energy-software
Key Learnings
Rapid Expansion of Clean Energy Market: The market for clean energy production and consumption is rapidly growing, driven by factors such as declining costs of solar and wind energy. Renewables are projected to account for 35% of power generation by 2025, with strong growth in solar and wind.
Drivers of Clean Energy Transition: Several factors are fueling the clean energy transition, including the declining costs of solar and wind energy compared to fossil fuels, evolving business models that promote renewable energy adoption, increasing digitization, and supportive legislation.
Opportunities in Software for Clean Energy: The software sector plays a vital role in the clean energy transition. As clean energy infrastructure grows, software solutions are emerging to optimize various aspects, including solar installation, EV charging, heat pumps, building electrification, and energy financing. These software businesses should focus on commercial drivers, expand their total addressable markets (TAMs) strategically, build partnerships, serve ideal customer profiles (ICPs), and integrate into operational expenditure (OpEx) budgets for sustainable growth.
Scaling your D2C brand on third party marketplaces
https://blume.vc/commentaries/scaling-d2c-on-marketplaces
In the competitive world of Direct-to-Consumer businesses, standing out can be a challenge. Imagine searching for a 'fan' on Amazon and being bombarded with endless options. Meet Atomberg, a home appliances brand that cracked the code to success. Arindam shares his thoughts:
Why should you list on a marketplace? Marketplaces offer an existing customer base and low commissions."
But is the marketplace always better? You need to test your product on your channel first for crucial feedback
What about pricing strategies? Consistent pricing builds trust. Don't compromise your brand.
Your listing is your key. Craft a clear, honest listing that resonates with your audience."
And on Amazon, it's all about the A10 algorithm. Effective Amazon ads and reviews drive organic discovery.
What about Flipkart? Flipkart targets broader audiences with display ads.
Discover the full insights from Atomberg's journey in the complete article.
AI: Extinction or Evolution?
https://www.tidemarkcap.com/post/ai-extinction-or-evolution
AI's impact on the world of software is a hot topic, often debated as an extinction event. But let's delve into the details – it's not that simple. Survival is possible, but it requires an evolution, a journey of challenges and opportunities.
Tidemark engaged with industry leaders like Mike Murchison, CEO of Ada, and Karen Peacock, former CEO of Intercom, to bring a comprehensive analysis.
Data and content businesses are facing a unique challenge – AI's ability to replicate data. But there's nuance. Not all data companies are equally at risk.
Workflow software, often deemed threatened, has a different story. Its mission-critical nature and complex processes make it resilient to AI disruption. And, surprisingly, AI might even enhance its capabilities.
And then there's Vertical SaaS. Don't underestimate it. Vertical SaaS companies, with their specific focus, are well-equipped to harness AI's power. They hold the control point, offering stability in a shifting landscape.
Until next week!