Editor's note: Boris Wertz is the founder of version one ventures. We already know that the most profitable companies from the first wave of cloud software were players in the horizontal space. Companies like Salesforce and Workday replaced on-premise solutions and won huge markets. This is old news.?What's new is the fact that there?s a second wave of disruption in enterprise cloud computing coming, and it's going to be in the form of vertical SaaS solutions.Source: http://feedproxy.google.com/~r/Techcrunch/~3/3hCU8nR769c/
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