as a venture investor
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 7, 2016 by Tomasz Tunguz · across every show →
Everything said about as a venture investor, oldest first
Mar 7, 2016 positive
Tunguz: Vertical SaaS investments require winner-take-all dynamics due to market size limits
“And so as a venture investor, when we look at vertical SaaS, we really want to find companies that have winner-take-all dynamics there. Because if you choose a vertical approach, the trade-off that you're making is, You say, I'm going to take a smaller slice o…”