added by sari · updated 8mo ago
Fintech Scales Vertical SaaS | Andreessen Horowitz
- Just as the internet and web browser unlocked the previous shift, the new ease of embedding payments, lending, and other financial products will allow industry-specific software platforms (Vertical SaaS) to destroy multi-market/horizontal solutions like Salesforce. Ever smaller niches will be able to sustain venture-scale software companies because... See more
from The End of Software, Again by every.to
- Vertical SaaS proved to be a sleeping giant that transformed industries during the first cloud revolution. Today, the top 20 US publicly traded vertical SaaS companies represent a combined market capitalization of ~$300 billion, with more than half of these companies having IPO'd in the last ten years.
Now the rise of large language models (LLMs) ha... See morefrom State of the Cloud 2024
Isaac Friedman-Heiman added