Filtered by speaker:Lucas Swisher×
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4 results for “vertical saas” by Lucas Swisher
Topic29 mentions across episodes
SaaS
Concept24 mentions across episodes
SaaS
Topic2 mentions across episodes
Vertical SaaS
“Why Coatue won't invest in vertical SaaS anymore despite billion-dollar exits”
...Vertical SaaS, I think you could talk about it a lot of different ways. Constrain TAM, AI risk, all kinds of stuff. They're still great businesses today. People have made a lot of money in vertical so
27:25 / 28:18
market insight27:25 – 28:18
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