by Robert Solomon | Jan 9, 2014 | B2B Software, E-invoicing, Supply Chain Finance
I’ve written previously about my fascination with the e-invoice and supply chain finance markets, as well as Tungsten/OB10. Now that Tungsten has acquired OB10 and gone public, we have front-row seats at the grand experiment (£225 million to be exact) Tungsten...
by Robert Solomon | Jan 8, 2014 | B2B Software, Industry Cloud, Vertical Cloud |
There are hundreds of vertical industry cloud providers and horizontal specialists in portions of “source to settle” process (e.g., supplier search, supplier credentialing, e-invoice, payment). Most industry cloud providers are specialists in both...
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 | Dec 20, 2013 | B2B Software, Consolidating Competition |
Among the Industry Cloud providers are a bunch that specialize in helping companies find contract laborers, freelancers, or even teams of people to perform outsourced tasks (crowdsourcing). These companies are true matchmakers, or marketplaces, in B2B, as they exist...
by Robert Solomon | Dec 17, 2013 | B2B Software, E-invoicing |
I love the B2B e-invoicing and supply chain finance market. It’s huge, global, fragmented, and full of contenders making a lot of noise: Ariba, Tradeshift, Taulia, Prime Revenue, occasionally big banks, Obelisk, Demica, PowerTrack, Syncada, GXS, CASS,...
by Robert Solomon | Dec 9, 2013 | B2B Software, Industry Cloud, Valuation
My friend John Rogers, CEO of Ariel Investments, used to write an investment column for Forbes on small cap. stocks. Forbes had a great tradition that at the end of each year, the columnists had to recap the performance of their picks relative to the market. While I...
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