Vertical SAS
topic on 6 shows · 8 statements across 8 episodes
Innovators & Investors 
the Neon Show 
the Official SaaStr Podcast 
the Startup Ideas Podcast 
All-In 
20VC
8 statements about Vertical SAS, every show
Isenberg: Vertical AI TAM Is 10x Larger Because It Replaces Human Headcount
“Vertical SAS captures a fraction of IT spend. You're generally selling software licenses. Humans are operating the tool and you're looking at the 10 to a hundred million dollar outcome. Usually, of course, there's exceptions to that rule. Vertical AI taps dire…”
Lewis: Outliers are upending ten-year-old benchmarks for vertical SaaS performance
“What I think has been interesting in, in sort of this space in legal tech but more broadly in, in vertical SAS is, you know, there's been 10 years of sort of benchmarks of what good looks like, what great looks like, what the outliers look like. And in, in man…”
Ghosh: Indian Vertical SaaS Requires Deep US Domain Expertise
“Vertical SAS, I've seen a bit less happen out of India, because when you're building in India, selling in the US, and you're not selling generic enterprise software, you need much deeper domain expertise of the vertical you sell into.”
Casado: Vertical SaaS Tech Is Simple CRUD Where The Team Doesn't Matter
“Every time I look at vertical SAS, I'm like, why do we even care about the technical team? It's fucking crud, man. It's like, crud is like create, you know, read, update, delete. It's like, they all do the same thing. They all just kind of look like a web app.…”
Greg Isenberg: ChatGPT will soon unbundle into vertical SaaS and specialized agents
“So that's what you're going to kind of see with ChatGPT is it's going to be like unbundled. There's going to be like very specific vertical agents, vertical SAS that are specific
To that”
Friedberg predicts vertical SaaS moats and pricing will be destroyed by AI
“I'm probably just going to triple underline vertical SAS again, perceived pricing model being challenged, pricing being compressed as companies explore in-house tools built with AI that replaces these kind of traditional business practices, modes are going to …”
Lemkin: Vertical SaaS will surge because SMBs cannot find human workers
“I think in the enterprise AI and automation are about cutting headcount. Let's cut half of the thousand agents we have doing support. My thesis is vertical SAS is blowing is going to blow up because there just aren't anyone to do the work. There's just no, fir…”