Scored over time
Prediction Reviews
How the forecasts made on the stage are holding up — logged, and reviewed against the evidence.
SHIFT-2026-118Elena Cho · Tracking
By 2027, a majority of category-leading vertical SaaS companies will operate their own payments platform.
Jul 2026LoggedRecorded on the record during Edition 047.
Oct 2026On trackTwo of five tracked leaders shipped payments platforms this quarter.
SHIFT-2026-116Priya Anand · Resolved ✓
Embedded finance becomes the default margin lever for B2B vertical software by 2026.
Jan 2026LoggedRecorded during Edition 046.
Jun 2026ResolvedMajority of tracked vertical leaders now monetise embedded finance.
SHIFT-2026-112Tomas Vela · Open
A major CRM ships an app store with revenue share before the end of 2026.
Mar 2026LoggedRecorded during Edition 045.
SHIFT-2026-109Dana Wu · Tracking
Usage-based pricing overtakes per-seat as the default in infrastructure software by 2028.
Feb 2026LoggedRecorded during Edition 044.