by Robert Solomon | Dec 14, 2015 | B2B Software
Tomasz Tunguz, venture capitalist at Redpoint, writes extensively on the topic of SaaS Enabled Marketplaces (SEMs) (see here, for instance). Redpoint has invested in a number of SEMs, most of which are B2C, so his commentary is immediately applicable to that world....
by Robert Solomon | Nov 9, 2015 | B2B Software, Supply Chain Finance
Okay, that last post was a little nerdy, so let’s lighten it up a bit. At any given time there are many things in this world that make absolutely no sense to me. I assume you feel the same way. And if you cannot see the absurdity surrounding you, you probably...
by Robert Solomon | Nov 6, 2015 | B2B Software, Consolidating Competition, Industry Concentration, Matchmaking, Travel
If you follow software platforms, it was a busy week in the news. Platform Dominance Today’s Wall Street Journal has an article about the dominance of the Microsoft, Apple, Google, AWS, Facebook and Microsoft platforms. The article is a bit of a jumble mixing...
by Robert Solomon | Oct 13, 2015 | B2B Software, Financial services, Industry Concentration |
A while back, I posted about industries in which a B2B platform becomes so dominant that the industry’s participants worry about the platform’s potential to develop monopoly power. In some of these cases, the industry’s participants will form a...
by Robert Solomon | Sep 29, 2015 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay |
I had become bored with eProcurement. The technology was more than 15 years old and the whole category, along with related categories, were well along in their “hype cycle” according to Gartner (my emphasis added). Ariba, had been purchased by SAP, Oracle...
by Robert Solomon | Sep 29, 2015 | Airlines, B2B Software, Electronic Payments, Enterprise Software, Financial services, Insurance, Payments, Public Sector, Real Estate
If you are interested in B2B software generally, you should be particularly interested in the Canadian B2B software industry. I’m not sure what is in the water (beer?) up there, but Canada has more than its fair share of interesting B2B software companies and...
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