Decoding Discontinuity

Decoding Discontinuity

ServiceTitan’s S-1 AGI Teardown: Building a Durable Growth Moat in the Trades Industry

Raphaëlle d'Ornano's avatar
Raphaëlle d'Ornano
Apr 03, 2024
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ServiceTitan’s recent S-1 filing offers a fascinating case study of how vertical SaaS companies can build what we call a “Durable Growth Moat”, i.e., the combination of intrinsic strengths and resilience factors that protect against competitive, technological, and market disruptions.

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