Read the Newsletter Issue #63
Is the software market collapsing? Cloud stocks are down, AI is turning everything into a commodity, and competition feels like a never-ending cage fight. While many companies are struggling, some are growing faster than ever. How are they doing it?
Join us as we dive into the strategies acting as lifeboats and superpowers for thriving software companies: vertical software and compound software.
Learn how vertical software means going deep, not wide, focusing intensely on one industry like healthcare or e-commerce to solve specific problems better than anyone else. Discover why this leads to resilience in rough markets, premium valuations, and incredibly loyal customers.
Then, explore compound software, the strategy of creating a suite of products that work together so well, customers can’t imagine leaving. Think of it like Apple's ecosystem. We'll reveal how this drastically cuts churn (one company saw churn drop 18% by adding a second product), grants pricing power, and delivers a truly seamless, indispensable experience.
In the brutal market of 2025, where generic products are fighting a losing battle, these strategies offer a way to stand out, build niche dominance, secure sticky customers, and achieve efficient growth. We'll even touch on practical steps for getting started, like auditing your customer base or adding complementary products.
Don't miss this essential conversation on how to not just survive, but thrive in today's challenging software landscape.
