vertical SAS
2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 27, 2023 by Jason Lemkin · across every show →
Everything said about vertical SAS, oldest first
Oct 27, 2023 negative
Sep 6, 2024 bullish
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…”