Casey Accidental

OCTOBER 20, 2020

This is part two of a three part series on sequencing business models. Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. This essay is a collaboration with Gilad Horev.

Marketplace as a Service 141

Marketplace as a Service Business Model SaaS Payments Payments 141

Casey Accidental

OCTOBER 20, 2020

This is part two of a three part series on sequencing business models. Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. This essay is a collaboration with Gilad Horev.

Marketplace as a Service 52

Marketplace as a Service Business Model SaaS Payments Payments 52

Andreessen Horowitz

AUGUST 30, 2023

Released in 1979, VisiCalc was the first “killer app” of finance (on the Apple IIe!), and one of the things that allowed KKR and other early firms to model outcomes and make so much money. In the background, there was also a profoundly impactful technological revolution called the spreadsheet. What about complicated corner cases?

VP of Engineering 90

VP of Engineering AI Payment Methods Generative AI 90

Tom Tunguz

OCTOBER 29, 2014

Instead, the true and still unrealized potential of IoT is to transform business models; it’s enabling companies to sell products in entirely new and better ways that benefit both the company and the customer. Soon afterwards, instead of paying a one-time fixed price to use the software, customers subscribed to access the software.

Airlines 107

Airlines Payment Services Business Payments 107

ProfitWell

NOVEMBER 6, 2019

It’s been a staple of industries—publications, utilities, and, more recently, software—since it first emerged in the 17th century. It’s no wonder more and more companies are shifting to a subscription business model. Companies have launched subscription models for all kinds of products and services.

Payment Features 74

Payment Features Payments Subscription Revenue 74