Vertical saas gives us "operating systems" for businesses.

· Bits and Bobs 3/17/25
  • Vertical saas gives us "operating systems" for businesses. Why don't we have it for consumers?
    • Vertical Saas is an extremely powerful business model.
    • It turns out that if you can create an "operating system" for a given niche of business use cases, it can be extremely valuable.
    • Within a given type of business (e.g. gyms) the needs are often very similar, so it's possible to make a one-size-fits-most "operating system" for that niche.
    • But individuals in their personal life are just too different.
      • They use different tools for coordinating different spheres of their lives.
      • That multiplies for collaborating with the rest of your family and friends, who might use entirely different tools.
    • Our email, our calendar, our financial data, our health data, all of it is fragmented out in a lot of tools that don't help us do anything productive with it.[uc]
    • It's not possible to make a one-size-fits-most operating system for our personal lives.
    • But LLMs could allow the creation of a suite of tools perfectly bespoke to a given user, to help be the operating system for their lives.
      • A personal "operating system".
    • To do it properly would require a bullet proof privacy model.

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