vertical SaaS
5 statements across 2 episodes · 4 bullish · 1 bearish · 2 people on the record · first statement Sep 25, 2024 by Luke Sophinos · across every show →
Everything said about vertical SaaS, oldest first
Sep 25, 2024 positive
Sep 25, 2024 positive
Sophinos: Vertical SaaS startups should enter through SMBs before moving upstream
“As a software company, it's so much easier to get into SMBs. They require less. You can get in with a smaller feature set or maybe even one feature, and then you can add to that capability, kind of grow up a little bit, you know take the punches and develop ki…”
Sep 25, 2024 positive
Sophinos: Founders do not need preexisting domain expertise to build vertical SaaS
“And there's a correlation with successful outcomes and actually, actually having the industry expertise, but it's not a requisite at all. So, you know, we've built one of the biggest vertical SaaS businesses in the country for trade schools, and it's, I didn't…”
Sep 25, 2024 bullish
Sophinos: Vertical SaaS delivers enduring businesses despite lower VC-style growth
“There's so much opportunity for still today in 20, 24 to not go build the shiny, sexy thing with limitless, you know, market size and, Hone in and focus on one industry, you know, one type of business and build software tailored for them and build really great…”
May 4, 2026 bearish
Wilkinson: AI-built custom software will collapse vertical SaaS pricing power
“And I think the new world is, you know, if. 400 people in the United States own funeral homes, let's say like 20 of them are smart and no AI, they're all going to build their own software. And so what does that do? That means It's great for the consumer. There…”