by Robert Solomon | Feb 2, 2026 | Marketplaces |
There are many great articles written about marketplace take rates. Another great one appeared recently from CJ Gustafson of Mostly Metrics, whose newsletter I subscribe to, and I suggest you do as well. Here’s CJ’s “money shot” of take...
by Robert Solomon | Nov 18, 2025 | B2B Software, Industry Concentration, Marketplaces, Travel |
I travel a fair bit, and I’m cheap, so I compare Uber and Lyft prices on most trips. Do you? (Let me know in the comments.) How Many...
by Robert Solomon | Oct 3, 2025 | Collaborative Project Management, Industry Big Data, Industry Catalog, Managed Services, Matchmaking, Payments, Supplier Credentialling, Supply Chain Automation, Travel
A few years ago, when I published my e-book on the Nine Value Propositions of B2B SaaS Platforms, I was pretty sure that I’d never update it again. Properly updating it is quite a task, and I wasn’t feeling motivated. However, I recently re-read it, and it felt...
by Robert Solomon | Sep 24, 2025 | B2B Software, Travel
Navan, which is a travel management, expense management, and payments provider, filed to go public last week. Between ChatGPT and the readily available S-1 teardowns (see here), you do not need a comprehensive review from me. Instead, I will focus on the evolution...
by Robert Solomon | Sep 20, 2025 | B2B Software |
Intuit investor day was last week, and like Stripe’s investor day, if you are into B2B SaaS and payments, it is well worth reviewing. With an estimated 80% market share of the SMB accounting market, Intuit has a unique pulse on America’s small...
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