vertical SaaS
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Oct 18, 2025 by Jay Vijayan · across every show →
Everything said about vertical SaaS, oldest first
Oct 18, 2025 positive
Vijayan: Vertical SaaS founders should offer equity to early design partners
“And then once you excite a few customers, ideally recruit them to be, you know, fully open up for your team. And that's what you need. I mean, of course, early days they would say, you know, they may need the software for free or they may need it in for a sign…”
Nov 14, 2025 positive
Ramdas: Overcrowded software categories require double the GTM effort of vertical SaaS
“The effort that's needed in overcrowded categories is double the normal effort. Versus in vertical, the challenge is to understand the domain really well, and to establish go to market activities that are very specific to that industry. But then you're not fig…”
Apr 9, 2026 negative
Aug 22, 2026
Mehra: Vertical SaaS needs customer proximity, while AI infra problems are universal
“Let's say as you compare to a vertical thesis, the challenge in verticals is unless you are here close to the customer, how can you build for verticals? But the person sitting in India actually has a very clear visibility of the latest and greatest problem tha…”