by Robert Solomon | Jan 14, 2014 | Automobile, B2B Software, Consolidating Competition, Ecosystem, Education, Vertical Cloud
My last post covered one of at least two ways Industry Cloud providers can grow large enough to attract the attention of PE firms and the public markets: Serial Verticalization. As the name implies, this means perfecting one portion of the...
by Robert Solomon | Dec 27, 2013 | Automobile, B2B Software
One of the attractions of Industry Cloud providers and other multi-sided software platforms is the prospect of “network economies”, or “winner-take-all” outcomes. In simpler terms, as an industry cloud provider grows subsequent sales to either...
by Robert Solomon | Sep 24, 2013 | Automobile, Industry Concentration |
Yes, that is a headline from 2013, not 1999. Those of you old enough to remember 1999 remember that name. Covisint was the marketplace set up by the Big Three automakers at the height of the Commerce One and Ariba battles. (C1 ended up giving up stock to the Big...
by Robert Solomon | Oct 24, 2011 | Automobile, Uncategorised
In preparation for the last post on pricing, I was reviewing the annual reports and presentations from a wide variety of Industry in the Cloud (IC) providers. Doing so reminded me of the importance to ICs of tracking the right metrics and, equally important, ignoring...
by Robert Solomon | Sep 14, 2011 | Automobile, Consolidating Competition, Industries, Key Success Factors
About every other week, I come across an example of an Industry in the Cloud (IC) provider that I had not known about at all or whose business I did not fully understand. An example this week is DealerTrack (TRAK). I was turned on to this company by Peter...
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