Perspectives
Notes from the owner's side of the table.
What we are learning about building software companies, operating in automotive retail, and holding for the long term. Written by the team at DotNet Holdings.
Product-Market Fit Is Found, Not Declared
Teams love to announce product-market fit. The market is the only one who gets to confirm it, and it does so with retention.
Read articleJuly 17, 2026Building for the AI-Native Decade
The winners of the next decade will not be the loudest about artificial intelligence. They will be the ones who put it where it quietly belongs.
Read articleJuly 15, 2026The Connected Future of Commerce
The biggest inefficiency left in the digital economy is not missing software. It is software that refuses to talk to other software.
Read articleJuly 14, 2026Why We Stay Private
Outside capital comes with a clock. Here is what becomes possible when a holding company decides never to start one.
Read articleJune 23, 2026Owning the Stack: The Case for Building Your Own Software
Renting technology is faster until the day it is not. Why every platform we operate is engineered in house, top to bottom.
Read articleJune 2, 2026Compliance Is a Moat
Most software companies treat regulation as friction. In lending technology, taking it seriously is one of the strongest competitive positions available.
Read articleMay 12, 2026What Dealerships Taught Us About Enterprise Software
The dealership is one of the most demanding software environments in American business. Building for it changed how we build everything.
Read articleApril 21, 2026Build, Buy, or Partner: How We Decide
Three questions sort almost every opportunity that crosses our desk. The answers explain most of what our portfolio looks like today.
Read articleMarch 31, 2026The Small Headquarters Advantage
The best thing a holding company can do for its operating companies is stay out of their way. The second best is to be small enough that it has to.
Read articleMarch 3, 2026AI at the Dealership: Signal and Noise
Artificial intelligence is arriving in automotive retail wrapped in equal parts capability and nonsense. A field guide to telling them apart.
Read articleFebruary 10, 2026The Unfinished Business of Dealer Communication
The most important system in a dealership is still the personal cell phone of whoever answered first. That is a problem worth owning.
Read article