The Vertical SaaS Roll-Up: Models, Value Creation and Risks

Vertical SaaS combines attractive standalone businesses with fragmented markets and clear opportunities to create value through repeated acquisition.

Software / Analysis / Feature

AI

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Abstract AI chatbot panels separated from an open manuscript by a glowing boundary, illustrating ethical limits on imitating authors’ writing styles.

Where AI Chatbots Draw the Line on Imitating Authors

Picture showing a typewriting reflected in a mirror, representing the question about how much AIs can reproduce text in the style of authors

Can AI Copy an Author’s Style Without Breaking Copyright Law?

image showing library dissolving into binary code showing how literary work has been used to train LLMs like ChatGPT

Will ChatGPT Write Like a Living Author? What Our Test Found

Software

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Software

When Software Stopped Being Something You Own

Horizontal Road stretches off into the distance with vertical towers rising up

Software

Horizontal vs Vertical SaaS: How the Models Compare

Software

The Vertical SaaS Roll-Up: Models, Value Creation and Risks

Games

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A phone user sits above a cutaway of the iGaming industry, revealing development teams, servers, analytics, data flows and regulatory oversight.

Games

Secrets of Engagement: The Hidden Systems of Engagement

Internet

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Vintage Mediterranean holiday postcard beside a smartphone and payment card displaying modern fintech imagery.

Internet

Why Fintech and Online Travel are on Different Growth Curves

Internet

The Attention Economy: Why Engagement Matters More Than Ever

Guide

Mobile App Monetization: How Apps Actually Make Money

In Detail

The Great Online Poker Bust

Paradigm

An interactive narrative simulation about managing a software company through the AI transition.

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The Vertical SaaS Roll-Up: Models, Value Creation and Risks

AI

Where AI Chatbots Draw the Line on Imitating Authors

Can AI Copy an Author’s Style Without Breaking Copyright Law?

Will ChatGPT Write Like a Living Author? What Our Test Found

Software

When Software Stopped Being Something You Own

Horizontal vs Vertical SaaS: How the Models Compare

The Vertical SaaS Roll-Up: Models, Value Creation and Risks

Games

What Is iGaming? Inside the Global Online Gambling Industry

Why Is Meccha Chameleon So Popular? How It Sold 20 Million Copies

Why Regulators Are Starting to Treat Games Like Social Media

Secrets of Engagement: The Hidden Systems of Engagement

Internet

Why Fintech and Online Travel are on Different Growth Curves

The Attention Economy: Why Engagement Matters More Than Ever

Mobile App Monetization: How Apps Actually Make Money

The Great Online Poker Bust

Paradigm