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Metropolis
a study in vertical SaaS buyouts
Nov 8
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Eli
2
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Metropolis
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Davisware: The OG of Vertical SaaS
the story of an enduring company for commercial food service
Nov 1
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Eli
4
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Davisware: The OG of Vertical SaaS
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October 2023
Monite: Unlocking SMB AP/AR and Trade Networks
inter-company workflows
Oct 18
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Eli
4
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Monite: Unlocking SMB AP/AR and Trade Networks
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September 2023
The Future of Embedded Technologies
it's embedded all the way down
Sep 27
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Eli
6
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The Future of Embedded Technologies
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New Business Formation and Vertical Platforms
Fora and Moxie
Sep 13
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Eli
4
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New Business Formation and Vertical Platforms
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July 2023
An Annual Review and Zombies in Trucking
Industry Dispatches #3
Jul 28
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Eli
5
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An Annual Review and Zombies in Trucking
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Industry Dispatches #2
Fundraises, Toast, and eVTOLs
Jul 21
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Eli
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Industry Dispatches #2
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Portside and Business Aviation
a chat with their CEO, Alek Vernitsky
Jul 19
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Eli
4
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Portside and Business Aviation
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Industry Dispatches #1
this week in vertical tech
Jul 14
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Eli
1
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Industry Dispatches #1
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What do builders and franchisees have in common?
they need way better data platforms to cure information asymmetry
Jul 12
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Eli
1
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What do builders and franchisees have in common?
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AI and Sociotechnical Revolutions
the case that AI changes everything
Jul 6
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Eli
2
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AI and Sociotechnical Revolutions
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June 2023
Procurement and Distribution
The future of B2B marketplaces
Jun 28
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Eli
5
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Procurement and Distribution
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