The value of a disruptive IT platform

BlackBuck is an Indian company which was created in April 2015. Still, last year achieved a 70 million series-C investment, following a previous 30-million investment right after its foundation.

In less than three years, BlackBuck has managed to convert a rich GIS flavored technology platform into a reference solution in the Logistics domain. BlackBuck makes fleet, shipping, logistics become agile, accessible and flexible. XXIst century. A simple visit to their website talks by itself: they are no longer a technology player, they have become a true market solution.

BlackBuck is a great study case which proves that the change from technology to value requires investment. When a technology company gets access to such a level of investment, things will evolve fast. There is a strong need to combine any technology capability with proper market analysis and go-to-market strategies, and that can only be brought into a tech start-up through proper investment.

On such scenario, technology by itself is the enabler, not the golden-eggs hen. The golden-eggs, if any, will be provided by the solution which will sit on top. This is something obvious. Or, more often than not, forgotten.

Let's think on well established successful companies for a moment. Think Mercedes-Benz, Nike, Coke, Apple. No matter how successful such companies are and how good the global perception of their products is, these companies keep investing millions yearly on advertising, on marketing, on go-to-market. If they stopped, they would immediately get negatively impacted. Everybody understands this, and it is an accepted fact that marketing investments must continue.

It should be the same for IT platforms. Great successes such as Uber, AirBnB or now BlackBuck. Once upon a time, such companies were not unique disruptive market solutions but "just" disruptive IT technology platforms. They all responded to the type of pattern which should have made them become immediately ignored by investors:
  • Uber did not have any data when they started. Worse, Facebook and Google already existed
  • AirBnB did not have any data when they started. Worse, Facebook and Google already existed
  • BlackBuck did not have any data when they started. Worse, Facebook and Google already existed
If we take outside the talent and technology disruption factors for a moment (they both are strongly subjective and it is not the purpose of this article to judge on unknown internals), all these cases are similar in the following points:
  • they systemmatically propose a time and space disruption. They are all good at connecting sources and targets around and dynamically. Uber connects people to current transportation around. AirBnB connects people with current lodging around.  BlackBuck connects shippings with current trucks around
  • they had access to massive investments very fast, and that made a strong difference to the lifetime of these once small projects. Very fast on their paths, all of them met with disruptive investors, those of a kind that have the sense to innovate and see things where others simply follow. They were able to perceive a future need in a vertical for which a major investment was required, and they didn't doubt it twice: they provided the original start-up teams with the means and the power to act and deliver on the go-to-market side, to fill-in the platforms with the appropriate data, ultimately making such additions become more important than the technology weight itself.
On all these projects, their technology disruption (handling geography and time in a massively scalable way) was an accelerator for go-to-market, not a direct revenue stream. On these solution building scenarios, technology quickly becomes the commodity where everything else is built upon... to a point where it even becomes hidden in their final business models.


These projects prove that a disruptive IT platform has the potential to develop a disruptive solution with a place in the market. A solution with a gigantic market valuation. A solution which, from a time-to-market roadmap perspective, wouldn't have been possible without the previous existence of the disruptive IT platform underneath.

I concur, not all technology platforms available today are worth investment. Sure. But that happens in all verticals, not only in IT technology. What a technology platform must be good at is at proving its capacity to collect data, to fill in the pipes, to become easily integratable with current data sources not being tracked till date. And of course, to propose a time and space disruption. Kitewalk is focusing in all such lines of thought and execution since 2013, humbly proving today that:
I will try to get some time to prove all such scenarios in future blog articles. ;-)

In summary, Kitewalk is a massively scalable geo-intelligent disruptive platform with the potential to create a vertical solution with a gigantic valuation. Kitewalk is just as Uber, AirBnB or BlackBuck were once. Kitewalk is ready to accelerate the next big global platform disruption to come. Ready to meet disruptive investors such as Uber's, AirBnB's and BlackBuck's.






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