Unsolicited Market Insights

Contextualization B2B (Business-to-Business) SaaS (Software as a Service) is one of the most prevalent business models in the tech industry. Its scalability, recurring revenue model, and potential for high growth make many B2B SaaS businesses viable acquisition targets. B2B SaaS companies typically fall into two categories: horizontal  and vertical . Horizontal SaaS involves generalist products that address widespread needs—think Salesforce or Shopify. Vertical SaaS, on the other hand, focuses on niche markets, offering specialized solutions tailored to specific industries. Examples include Guidewire for the insurance sector. While horizontal SaaS models have dominated historically, vertical SaaS is an emerging trend with growing investor interest. Pillars Of Investments Let’s break down the B2B SaaS market into five pillars: Clientele, Product, Market Dynamics, Business Operations, and The Team. Clientele Understanding the customer base is paramount to evaluating any i...

NVIDIA is one of the biggest tech success stories in recent years. History + Contextualization NVIDIA was founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem with the goal of bringing 3D Graphics to the Multimedia industry. Their breakthrough came in 1999 with the introduction of the high-performance Graphics Processing Unit (GPU). It was a revolution for media at the time, significantly improving 3D rendering and graphics performance on PCs. It’s really here that their dominance in the GPU market began. Multimedia graphics rendering took off to levels never before seen. Their GPUs were the best at making the high-volume, complex calculations needed for 3D rendering. These same hardware capabilities originally intended for 3D rendering translated incredibly well to machine learning (ML). NVIDIA’s GPU was perfect for running the high-volume, data-intensive calculations required to train neural networks. Initially, this type of architecture was inaccessible to...