Erik de Stefanis

SandHill has indexed 16 posts from Erik de Stefanis, most recently in 16 Oct 2026.

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AI, Owning the OpCo, Who will capture the value?↗ 16 Oct 2026
Operating companies that own and deploy AI-enhanced custom software will capture more durable value than software vendors, whose moats are eroding; the key is rebuilding software around actual workflows, charging for value delivered, and leveraging margin compression to create enterprise value that accrues to business owners rather than SaaS vendors.
Nordic Search Funds 2.0 8 Jun 2025
Mental Shortcuts 5 Jun 2025
Search Funds in the Nordics 22 Sept 2024
A clash of incentives within VC 25 Jul 2023
Iceland: the emerging tech-ecosystem of the Nordics 1 Jun 2023
Swedish Startup "Clones" 5 Dec 2022
SNBL: A new way to pay 5 Oct 2022
SPV (vs VC fund) Economics 21 Aug 2022
E-commerce is dead 11 Aug 2022
Syndicate LP Update 7 Jul 2022
Web3 commerce: Brand loyalty programs 23 May 2022
Web3 commerce: Brand loyalty programs 23 May 2022
Web3 x Commerce 1 Mar 2022
What is an SPV and how do they work? 17 Feb 2022
Intro to SPVs 13 Feb 2022