by Robert Solomon | Jan 7, 2016 | B2B Software, Enterprise Software, Industry Cloud, Insurance, Veeva, Vertical Cloud
First Came Veeva Veeva (VEEV) is a beautiful Enterprise software company I blogged about over three years ago, just before they went public (see here). Veeva verticalized Salesforce’s CRM using the Salesforce1 Platform (nee Force.com platform). Using the...
by Robert Solomon | Dec 29, 2015 | B2B Software, Valuation
Fortune’s latest issue has a short article on Xero’s continuing efforts to penetrate the US market for cloud-based SMB accounting against Intuit’s Quickbooks Online. If you are not familiar with Xero, it is the leading cloud accounting application...
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...
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