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vertical software monopolies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 17, 2025 by Rory O'Driscoll · across every show →

Everything said about vertical software monopolies, oldest first

Apr 17, 2025 neutral
Insight
O'Driscoll: Private equity prefers niche vertical monopolies over venture-backed SaaS
“PE guys ironically love the things that we don't love. Let me tell you what I mean by that. They love a boring ass software company. In a teeny tiny vertical, with 40% market share, where they can screw the customers for the next five years by raising prices b…”
Rory O'Driscoll Apr 17, 2025 ▶ 20:02 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
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