horizontal platform category
2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 22, 2019 by Dave Kellogg · across every show →
Everything said about horizontal platform category, oldest first
May 22, 2019
Horizontal SaaS startups facing heavily funded rivals must out-raise them or pivot
“If you're in some horizontal platform category, people may throw hundreds of millions, maybe even billions, of VC at the category. And you don't get to not play. So, if you find yourself in this situation, it's probably a sign that you're in a really good cate…”
Sep 3, 2023 neutral
Kellogg: Large Horizontal Categories Inevitably Face Massive VC Spending Arms Races
“The perverse thing about this is, the better your category, the more likely that is to happen. If you're selling some very Focused vertical SaaS app, you're unlikely to find a spending arms race, right? But if you're in some horizontal platform category, peopl…”