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vertical SaaS

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Oct 3, 2024 by Alex Komoroske · across every show →

Everything said about vertical SaaS, oldest first

Oct 3, 2024 negative
Opinion
Komoroske: Vertical SaaS playbook does not work for AI-native problems
“Vertical SaaS, I think is not the right model of how you would attack a problem that is sort of an AI native style problem.”
Alex Komoroske Oct 3, 2024 ▶ 15:58 Thinking like a gardener, slime mold, the adjacent possible: Product advice from Alex Komoroske
Apr 20, 2025 bearish
Prediction Not checkable as stated
Mohan: Niche vertical SaaS products will get competed down significantly
“These very, very verticalized niche products. I think are going to get, they're going to get competed down a ton.”
Varun Mohan Apr 20, 2025 ▶ 50:57 Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
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