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Vertical Market

topic on 3 shows · 3 statements across 3 episodes

Innovators & Investors Lenny's Podcast the Official SaaStr Podcast

3 statements about Vertical Market, every show

LENNY'S PODCAST Prediction Not checkable as stated
Deep vertical specialization will defend AI startups for one to three years
“I think things that are going to, I can't promise this as like a five to 10 year thing, but at least like one to three years, things that feel defensible or durable. One is understanding of a particular market.”
Mike Krieger Jun 5, 2025 ▶ 48:15 Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram)
INNOVATORS & INVESTORS Disclosure
Evans: Sentiero mandates founders have direct vertical market experience
“So for our thesis and our profile, it's always mandatory that founders have experienced In the vertical market that they serve.”
David Evans Jun 2, 2025 ▶ 13:11 Harnessing AI through Seed-Stage Investments: Insights from David Evans of Sentiero Ventures
SAASTR Insight
Courtemanche: Vertical SaaS Companies Only Get One Chance on Brand Impression
“And the vertical market like Procore is you have one chance to make a good impression with your brand. And if you make a bad impression, you're essentially doomed in that market.”
Tooey Courtemanche Feb 14, 2025 ▶ 20:16 Going Long: How Procore’s Founder Tooey Courtemanche Built a Billon-Dollar SaaS Empire Over 23 Years

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