The Verticalist | Euclid Ventures | Substack

Recommended

40:50

Euclid Vertical AI Summit 2025 — VC Panel

Euclid, Greylock, Emergence & Scale on the Future of Vertical AI

Sep 19, 2025

The Dispatcher Problem

Jevon's Paradox & why rising tides won't lift all boats in Vertical AI

Feb 13

The Quiet Death of VC-Founder Alignment

How AI and AUM are shifting investor incentives at the early stage

Dec 4, 2025

Examining the assumptions and incentives behind the economy-wide bet on GPUs

Sep 25, 2025

A Guide to Disrupting Incumbents

Part I: Commoditizing Your Complements in the Era of Vertical AI

Apr 8, 2025

Stay ahead of the curve in Vertical AI.

Investor Perspective

What's My Stage Again?

Why seed is obsolete — and the age of Inception capital

Feb 27

Software Is Dead — Long Live Software

"SaaSmageddon," Vertical AI & the Vibe Code Fallacy

Feb 18

The Dispatcher Problem

Jevon's Paradox & why rising tides won't lift all boats in Vertical AI

Feb 13

The Fundability Trap

“Consensus Comfort” is the Most Expensive Thing You Can Buy

Jan 29

Founder Playbooks

We Need to Talk About Agents

What GM's $40B mistake can teach Vertical AI founders

2 hrs ago

Diffusion of AI Across Vertical Markets

Vertical Workflow Architects needed to fill the Adoption Gap

Dec 11, 2025

Founders on Hiring in the AI Era

And other founder-founder advice from our Q3 Vertical Roundtable

Oct 2, 2025

Dude, Where's My Moat?

Evaluating long-term defensibility in Vertical AI

Jul 25, 2025

Design Partnerships in Vertical AI

Vertical Collective Roundtable: Q3 2025

Jul 15, 2025

Voice-First Playbooks in Vertical AI

From hot wedge products to the rebirth of software

May 30, 2025

A Guide to Disrupting Incumbents

Part I: Commoditizing Your Complements in the Era of Vertical AI

Apr 8, 2025

Emerging Playbooks in Vertical AI

From Authoring Layer to Systems of Intelligence

Feb 6, 2025

Product & GTM

Vertical AI's Integration Problem

And the 5 Ways Founders Are Solving It Today

May 22, 2025

Early-Stage Product Strategy in Vertical AI

Vertical Collective Roundtable: Q2 2025

May 8, 2025

The Truth About Founder-Led Sales

A guide to founder selling, from idea to product-market fit

Mar 21, 2025

The Unknown Known

What founders can learn from Donald Rumsfeld

Dec 20, 2024

The Verticals Podcast

The Verticals Podcast: 12 Standout Moments

Slice, Broadlume, Moxie, ServiceTitan, Qualia, EvolutionIQ, and more

Mar 4

Scaling AI Services: Zero to $15B in a Year

With Chris Hladczuk, Co-Founder & CEO of Hanover Park

Mar 18

AI-Powered Growth Equity

With Dave Pandullo & Scott Hoch of AQL Growth

Feb 25

The SaaSpocalypse

With Nick Tippmann, Founder & Managing GP of TipTop VC

Feb 19

0:56

Lessons from a $750M Vertical AI Exit

Enterprise Vertical AI with Michael Saltzman, co-founder & co-CEO of EvolutionIQ

Jan 28

55:49

Join 5,000+ founders, operators, and investors in Vertical AI.

More on Us

VC for Vertical AI

Euclid on LinkedIn

Our home on LinkedIn

Authors — Nic Poulos

Co-founder at Euclid

Authors — Omar El-Ayat

Co-founder at Euclid

Subscribe to Verticals

Verticals on YouTube

The best place to subscribe

Verticals on Spotify

Verticals on Spotify

Verticals on Amazon

You can also listen here

The Latest

We Need to Talk About Agents

What GM's $40B mistake can teach Vertical AI founders

2 hrs ago

Scaling AI Services: Zero to $15B in a Year

With Chris Hladczuk, Co-Founder & CEO of Hanover Park

Mar 18

The Verticals Podcast: 12 Standout Moments

Slice, Broadlume, Moxie, ServiceTitan, Qualia, EvolutionIQ, and more

Mar 4

Recommendations

Venture Reflections

Charles Hudson

Verticalized: The Newsletter for Industry Disruption

Eli Dukes

CoFound Newsletter

CoFound

Macro Mornings 💡

Alessandro (Macro Strategist)

The Afterburner

Morgan Livermore

The Verticalist

Subscribe

Analysis, data, and opinions for founders, operators, and investors in Vertical AI. By the investment team at Euclid.

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts