With the rise of AI-powered software development, including low-code platforms and vibe coding, robust cloud computing resources, and mature open-source ecosystems, building large-scale software quickly has never been easier. As a result, entrepreneurs are now creating AI-powered vertical SaaS products that combine the functionality of multiple... See more

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

a16Z's recent vSaaS breakdown is awesome... Wave #1: Vertical Cloud Wave #2: Vertical FinTech Wave #3: Vertical AI We continue to keep finding ways to expand from one product to MANY. Focus on ONE industry. Stop trying to build... See more