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Desalle’s Substack
Tech Markets Don’t Stay Fragmented. They Never Do.

Tech Markets Don’t Stay Fragmented. They Never Do.

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The Growth Protocol
Jul 06, 2025
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Desalle’s Substack
Desalle’s Substack
Tech Markets Don’t Stay Fragmented. They Never Do.
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One of the easiest ways to lose money in tech is to assume the market will stay wide open forever. That there will be endless room for dozens of players all making decent returns.

It doesn’t work like that.

Every big shift starts messy, lots of hype, plenty of competition, everyone thinking they have a shot. But give it a few years, and you’ll see the sam…

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