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 1, 2015 | B2B Software, Farming, Industry Big Data, Industry Cloud, Industry Concentration
Four years ago, Marc Andreesen famously penned a column in the Wall Street Journal entitled “Why Software is Eating The World”. Today’s Wall Street Journal has an article on the increasing tendency for software to be eating our food....
by Robert Solomon | Jun 29, 2015 | B2B Software, Industry Concentration, Matchmaking, Media
There are, of course, many disadvantages to being old enough to remember the music of the 70s intimately–besides the chronic residue of pain Peter Frampton inflicted. For us old fogies: mobile is not first email still rules new technologies are unfamiliar...
by Robert Solomon | Mar 25, 2015 | B2B Software, Enterprise Software, Healthcare, Industry Concentration
Right now, value investing in enterprise SaaS is like “jumbo shrimp”, “Kentucky senior”, or “random order”— an oxymoron. SaaS companies sell on the basis of top-line growth rates—not much else matters. If investors believe current growth rates can be sustained,...
by Robert Solomon | Jan 27, 2015 | Consolidating Competition, Financial services, Industry Concentration
Remember the first battle between the net marketplaces and industry consortia? First came the net marketplaces such as Ventro, Chemdex, eSteel, Instill, PlasticsNet, and many others. Dreams of disruption and bubble-era riches danced in their heads. Most net...
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