Sontungmtp on Warpcast

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@sontungmtp.eth

a16z: Vertical SaaS - Now with AI Inside How AI is increasing VSaaS revenue per customer by enabling vertical SaaS companies to take on tasks previously too complex for software

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You can see the intention just by looking at this

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I can feel it just by looking at the fact that I regularly do ama, which has no meaning In the end, you only answer to places that are not necessary and you don't even answer to things like this

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Well, I don't care about that I'm only interested in other things I can feel it just by looking at the fact that I regularly do ama, which has no meaning

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If you don't even know this, how can your project go well? Are you even going to read what I wrote and then respond? If you have the skills or confidence, you can get elected there and it will have a huge publicity effec

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Tuổi Trẻ Cười

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1. Assuming an average ACV of $6k ($500 per month, split between payments and subscriptions), Mindbody could double their ACV by providing additional generative AI-driven services to their end studios and capture these savings by charging higher prices.

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Beyond Mindbody, one could imagine a future vertical SaaS platform that could eliminate labor and other tooling across business operations entirely.

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With the right solution, many businesses consuming VSaaS can dramatically reduce internal and external labor spend on sales, marketing, customer service, operations, and finance. This should further increase the take rate of VSaaS companies by an additional 2-10x.1

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Enter wave three: AI. We will always crave human connection for some roles (we all love our favorite fitness instructor!), and Mindbody will continue to want to own key strategic hires. However, roles where human connection isn’t a key benefit, delivering on a core product, or particularly differentiating to the business, are all candidates to at least be augmented, if not fully replaced, by AI.

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Fitness studio operators subscribing to Mindbody, however, still need people to run much of their operations, such as marketing, sales, customer service, and finance.

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To better understand the power of AI to VSaaS, let’s look at the vertical software company Mindbody, which serves fitness and beauty studios. In wave one (cloud), Mindbody handled booking and scheduling appointments online. In wave two (cloud + fintech), they expanded their business to offer payroll for staff, customer payment processing, and insurance for studios.

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We are now witnessing the beginning of a third wave of vertical SaaS: cloud + fintech + AI. This third wave, which is the most impactful force in the category to date, further expands the surface area of VSaaS by turning Labor into Software.

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Nguyễn Phương Nhi

The first wave of VSaaS, cloud, brought services online (e.g., Shopify for e-commerce, ServiceTitan for service workers). The second wave, cloud + fintech, increased revenue by enabling VSaaS companies to embed financial services within their software offerings. For example, by embedding payments, lending, payroll, and more, Toast is now at $1.5 billion ARR and makes over 80% of its revenue from financial technology solutions.

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The evolution of vertical SaaS

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In this post, we look at how AI is increasing VSaaS revenue per customer by enabling vertical SaaS companies to take on tasks previously too complex for software. With AI, many customers of VSaaS can dramatically reduce internal and external labor spend on sales, marketing, customer service, operations, and finance. (We’ll look at how AI is opening new markets — or making existing ones more attractive — in our next post).

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Four years later, vertical SaaS (VSaaS) is scaling once again, but now it’s for a different reason: artificial intelligence.

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