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I'm intentionally not talking about $0-10M "lifestyle businesses" here.

I want to split SMB in American terminology into two categories - small businesses ($0-10M) and Mittelstands ($10M-$1B). My focus is the latter.

SpaceX is $2B+ in revenue in 2019, so they're a little out of this range, but many of their suppliers are definitely Mittelstands.

Yes, this is a reaction to "unicorns" for sure. I'm arguing that there's great value for founders and investors in Mittelstands.




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