Why I’m Betting on Boring Businesses
As General Partner at Contrarian Thinking Capital , I spend my time searching for opportunities where others aren’t looking. While much of venture capital chases the next big thing in AI or space tech, we’ve found the real breakthroughs are happening in places most people overlook: so-called “boring” businesses. On a recent episode of Lumos House Talks , I sat down with the founders of Blindspot , one of our portfolio companies, to talk about why these businesses are the future. Table of Contents Watch The Talk The Real Economy Generational Shift The New Moat Conclusion Watch The Talk Catch the full story and our deep-dive conversation with the Blindspot team in the full episode below—or watch it on YouTube . The Real Economy Here’s the truth: small businesses drive the U.S. economy , contributing 45% of GDP. These aren’t just startups in Silicon Valley—they’re HVAC companies, local agencies, and the service providers on Main Street. For decades, these busines...