vertical SAS
2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 13, 2025 by Greg Isenberg · across every show →
Everything said about vertical SAS, oldest first
Jun 13, 2025 bullish
Apr 1, 2026 bullish
Isenberg: Vertical AI TAM Is 10x Larger Because It Replaces Human Headcount
“Vertical SAS captures a fraction of IT spend. You're generally selling software licenses. Humans are operating the tool and you're looking at the 10 to a hundred million dollar outcome. Usually, of course, there's exceptions to that rule. Vertical AI taps dire…”