Joe Schmidt: Danaher and Tyler Technologies rely on financial engineering, not AI
Joe Schmidt · AI-Powered Acquisitions: A New Playbook · Dec 23, 2024 · at 5:18
Joe Schmidt, Partner at a16z, evaluates public market roll-up leaders Danaher and Tyler Technologies against new AI-native acquisition models.
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“One is a very well-known company called Danaher. There's another one called Tyler Technologies based out of Texas. These are like probably the best examples of these businesses historically, but again, they're not AI native, right? And I, and they're basically focused on the first two buckets of this, which is like financial engineering and or like operational efficiency, not building in AI to their businesses.”
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