Vertical SaaS is a spreadsheet in a trenchcoat.
Vertical SaaS is a spreadsheet in a trenchcoat.
Topic: vertical saas
12 chunks · 12 episodes
Topic summary
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A short read on the topic's time range, peak episode, and strongest associations. Use it as the quick orientation before drilling into examples.
- vertical saas appears in 12 chunks across 12 episodes, from 2024-03-11 to 2026-02-23.
- Its densest episode is Bits and Bobs 3/11/24 (2024-03-11), with 1 observation on this topic.
- Semantically it travels with operating system, business model, and late stage, while by chunk count it sits between toxic spiral and blog post; its yearly rank moved from #59 in 2024 to #159 in 2026.
Over time
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Observations
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The primary evidence view for this topic. Sort it chronologically when you want concrete examples behind the larger pattern.
Crypto has a challenging deployment environment.
...c. It requires very different investment milestones than normal shallow tech. A Vertical Saas for funeral parlors is shallow tech. Crypto and other high-intensity tech contexts are almost a deep tech.
Vertical saas gives us "operating systems" for businesses.
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 ...
I was debating with someone if the vertical SaaS business model will persist in the world of AI.
I was debating with someone if the vertical SaaS business model[anx] will persist in the world of AI. I think it will, but that the new businesses will fight over ever-smaller niches. The vertical S...
The vertical SaaS playbook is unreasonably effective.
The vertical SaaS playbook is unreasonably effective. It works because having good-enough components pre-wired together well for a niche is better than having great co...
A configured spreadsheet for your domain including best practices as guardrails is pretty useful, actually!
...ctices as guardrails is pretty useful, actually! This is one of the reasons the vertical saas niche techniques are so effective. Own a niche and then set defaults for everyone that are pretty good and put everyone's mind at ease. A customer: "...
Two late-stage phenomena of the same origin paradigm:
...al infrastructure aggregators, and above that a dizzying constellation of niche vertical Saas
"There's a Saas for that"
...In a few conversations I've joked about how we're to the stage where there are "Vertical Saas for funeral parlors"... and someone said, "oh my friend just founded a company that does that!"
Every context becomes a bit of an echo chamber.
...n't fit! The Silicon Valley tech scene is heavily optimized for this late stage vertical Saas world.
A new thing that doesn't fit into a pre-established box is hard for people to grab onto.
...swer. People are used to being able to say things like: "Uber for dog walking" "Vertical saas for funeral parlors" That is, "<pattern> for <population>" When you can't do that people say "I guess the idea is very abstract." But the idea can be...
Building software is crushingly expensive, so it only makes sense to build polished software at scale today.
...ware that can be clearly imagined but cannot be built because it is not viable. Vertical Saas is our modern poor man's equivalent of situated software for businesses. It's one-size-fits-all, but for a smaller niche.
If you fail at a moderate-upside, well-trodden path, it's embarrassing.
...s, lower risk. In the tech world today this might be something like a YC-funded vertical Saas business. But if you take a swing at something massive that would be amazing if it worked but is unlike other things, then if it fails it's OK, becau...