The Ledger
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Deeter: AI Will Double Vertical SaaS TAM and Valuation Just Like Payments Did
“I think AI is going to do the same thing, that what it can do you know, with Service Titan, as they talk about automating the technician experience and the ability to go out there and have a co-pilot alongside of you.”
ServiceTitan is at $600M ARR and growing 40% to 50%
“So today, today it's at six hundred million in ARR selling HVAC software and plumber software growing 40 to 50% cash flow neutral.”
Deeter: Adding Payments Doubled TAM and Market Caps for Vertical SaaS
“And as I think back on our vertical SaaS investments, you know, like a Shopify or a Service Titan or a Toast, when they added payments, it became that big Next Horizon unlock for them and really doubled the TAM and the market caps for these businesses.”