▶Andrew Wilkinson co-founded and leads Tiny, a holding company that acquires profitable internet businesses and is often compared to a "Berkshire Hathaway of the Internet." [18, 5, 16, 40]Apr 2026
▶He prioritizes acquiring businesses with strong, durable competitive moats, such as the network effects of Letterboxd or the high switching costs associated with Serato's hardware integration. [20, 25, 56]Apr 2026
▶He is a strong proponent of using AI for personal productivity, building custom agents for tasks like email management, meeting preparation, and coding. [41, 44, 45, 47, 52]
▶He believes that AI, particularly LLMs, will fundamentally disrupt the SaaS industry by drastically increasing competition and compressing profit margins. [22, 37]Apr 2026
▶Wilkinson ranks the agency model as a low "C" tier due to its "feast or famine" nature, yet his own agency, Metalab, has been a massive success, generating "hundreds of millions of dollars in profit." [4, 27]Apr 2026
▶He advocates for entrepreneurs to pursue "boring," uncompetitive niches, but Tiny's recent high-profile acquisitions include culturally significant tech companies like Letterboxd and Serato. [46, 20, 58]
▶He ranks SaaS as a "B" tier model and is highly skeptical of its future due to AI, leading Tiny to reject most SaaS deals, yet a significant portion of Tiny's portfolio and revenue is derived from software companies. [12, 37, 32]Apr 2026
▶He dismisses angel investing as an "E" tier activity akin to "roulette" for most people, yet his core business involves acquiring and investing in companies, albeit with a different model focused on profitability and control. [7, 5, 14, 20]Apr 2026
Not enough data for timeline
Sign up free to see the full intelligence report
Get started free