13min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best, EP.327]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Navigating the Future of Vertical Market Software

This chapter explores the evolution of vertical market software (VMS) and its current maturity level, driven by advancements like embedded finance and AI. It identifies key growth opportunities in greenfield markets, the disruption of incumbent software, and the role of AI in transforming service sectors. The discussion emphasizes the need for companies to adapt to these rapid technological changes, highlighting the importance of innovation and proactive strategies to remain competitive.

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