Love this investment memo from @tylertringas and the team at Earnest, describing why they believe verticalized B2B SaaS is effectively an emerging new asset class:https://earnestcapital.com/investment-memo-fund-2/ …
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They’re also going to be a large enough ecosystem to support many businesses built to serve their needs, including probably at least a few extremely material ones.
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(And you’d best believe Stripe intends to continue hugging software entrepreneurs tightly.)
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I know this is Twitter and you have a character limit, but "AppAmaGooFaceSoft" is difficult to decipher.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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