hubspot.com
the door is vertical focus: HubSpot's free tier hoovers up SMBs but the paid tiers scale brutally, leaving niche verticals (agencies, dev tools, creator businesses) underserved by a product built for everyone and optimized for no one.
where the walls are.
their capital wall is paper-thin — runs on commodity cloud + free tiers.
their distribution is fortress-grade — they own their brand SERP end-to-end.
the blunt take.
“HubSpot is the CRM that ate the marketing stack, then charged $800/mo for the privilege. The free tier is genuinely good — which is also the trap: you build workflows on it, then the upgrade wall appears and you're already locked in.”
The wedge isn't "build a better HubSpot" — that's a decade and $500M. The wedge is a vertical CRM that does 20% of HubSpot's features for one specific customer type, priced at what HubSpot's free tier stops covering. Agencies, indie SaaS founders, creator-economy businesses — all paying HubSpot for features they don't use while missing the ones they need.