by Robert Solomon | May 19, 2020 | B2B Software, Retail, Supply Chain Automation
Gartner recently issued the second iteration of its Magic Quadrant for Multi-Enterprise Supply Chain Business Networks (MESCBNs). (Catchy acronym, huh?) While, there’s no perfect definition of a Multi-Enterprise Supply Chain Business Network, Gartner’s...
by Robert Solomon | Apr 28, 2020 | B2B Software, Indirect Spend, Industry Cloud, Vertical Cloud
Content wars are raging in Hollywood. Netflix, Apple+, Amazon, Disney+, Hulu, etc are battling for our eyeballs, especially now that we stuck at home. (Netflix added 15 million new subscribers last quarter!) In 2019, the industry spent $120 billion producing...
by Robert Solomon | Apr 23, 2020 | B2B Software, Marketplaces, Matchmaking |
Recently I did a post on B2B Marketplaces 2.0. In it, I asserted that one of the reasons that B2B marketplaces might be seeing a resurgence is that B2B marketplace infrastructure can now be bought, rather than needing to be built from scratch. After a little more...
by Robert Solomon | Apr 6, 2020 | B2B Software, Public Sector |
In early 2019, I wrote about GTY Technology (GTYH). GTY was a blank check company that simultaneously acquired six SaaS companies in the public sector market. At the time, I expressed my enthusiasm for the public sector SaaS market, but my skepticism that GTY...
by Robert Solomon | Apr 1, 2020 | B2B Software, Healthcare, Payments, Valuation
Let’s start with a few disclaimers: Anyone who takes investment advice from me, probably ought to have their head examined. (Almost all of my money is invested in index funds and just two great professional money managers North Star Investments and Ariel...
by Robert Solomon | Mar 3, 2020 | B2B Software, Construction
Procore filed its S-1 to go public last Friday. Procore started as a collaborative project management platform and added additional functionality from there. Already there are some very good S-1 “teardowns” available on this vertical SaaS platform. See...
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