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 | Feb 10, 2025 | B2B Software, Payments, SMB Software, Travel, Valuation, Virtual cards
Last week, two major players in B2B payments, Bill.com and WEX, reported earnings. The companies promptly lost 33% and 20% of their market capitalizations, respectively. Both companies lowered their guidance on topline growth and mentioned difficulties monetizing...
by Robert Solomon | Aug 28, 2023 | B2B Software, Marketplaces, Travel |
I love it when businesses, especially two-sided marketplaces, compete simply on the basis of a different business model. I’ve written about several examples: HomeAdvisor versus Angie’s List AirB2nB vs. HomeAway Chep in pallets I have also implemented...
by Robert Solomon | Jun 16, 2016 | B2B Software, Matchmaking, Travel, Vertical Cloud
It’s fun to see two different business models go head to head in the same market. It’s also fun to watch a gigantic marketplace change its business model. Both of these phenomena are happening in the C2C lodging space. Airbnb and HomeAway have different...
by Robert Solomon | Jun 11, 2016 | B2B Software, Travel
Occasionally we all need a break from thinking about enterprise software, right? So I’ve decided to begin a periodic series of (hopefully) amusing posts about my travel experiences. Why business travel? It is something I know well (1.5 million miles on United for...
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