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vertical SaaS

3 statements across 1 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Aug 29, 2026 by Chamath Palihapitiya · across every show →

Everything said about vertical SaaS, oldest first

Aug 29, 2026 bearish
Opinion
Chamath: Vertical SaaS Is Easily Replicated Workflows, Not Moats
“I don't think vertical SaaS has a system of record. I don't think that's what they do. I think they're workflows. This is the key point where these horizontal monolithic companies like Salesforce are just unique. Workday, Oracle with respect to their GL. It's …”
Chamath Palihapitiya Aug 29, 2026 ▶ 25:10 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Aug 29, 2026 bearish
Opinion
Friedberg: The 'SaaS-pocalypse' threatens vertical SaaS rather than horizontal platforms
“I think that's kind of how I view this, the real SaaS-pocalypse. It's more of a vertical SaaS-pocalypse. Which is software that's designed for just one vertical.”
David Friedberg Aug 29, 2026 ▶ 17:10 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Aug 29, 2026 bearish
Disclosure
Chamath: Friedberg and I Are Short Vertical SaaS
“So are you long vertical SaaS or are you short it like Freeberg and I are?”
Chamath Palihapitiya Aug 29, 2026 ▶ 24:59 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
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