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Vertical AI Primer
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Euclid Ventures
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The Founder's Guide to Vertical AI
Start here: the best of Euclid Insights
Jun 6, 2025
•
Euclid Ventures
8
1
Verticals #18 — SaaSpocalypse
With Nick Tippmann, Founder & Managing GP of TipTop VC
Feb 19
•
Euclid Ventures
4
0:56
Software Is Dead — Long Live Software
"SaaSmageddon," Vertical AI & the Vibe Code Fallacy
Feb 18
•
Euclid Ventures
21
3
2
Who Gets to Eat?
Vertical AI & the Dispatcher Problem
Feb 13
•
Euclid Ventures
15
1
1
Verticals #17 — Reducing Switching Costs with AI
With Darren Fike, Founder & CEO of Santé
Feb 11
•
Euclid Ventures
4
1
0:56
Most Popular
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The AI-First Roll-Up
Sep 27, 2024
•
Euclid Ventures
30
1
2
Dude, Where's My Moat?
Jul 25, 2025
•
Euclid Ventures
43
3
4
Software Is Dead — Long Live Software
Feb 18
•
Euclid Ventures
21
3
2
Market Sizing in Vertical AI (Part I)
Jan 8, 2025
•
Euclid Ventures
36
2
5
Recent posts
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Verticals #16 - Multiplayer Vertical AI
With Mike Powers, Co-Founder & CEO of BuildVision
Feb 4
•
Euclid Ventures
4
1:16
The Fundability Trap
“Consensus Comfort” is the Most Expensive Thing You Can Buy
Jan 29
•
Euclid Ventures
20
1
4
Verticals #15 - Lessons from a $750M Vertical AI Exit
Enterprise Vertical AI with Michael Saltzman, co-founder & co-CEO of EvolutionIQ
Jan 28
•
Euclid Ventures
8
55:49
VERTICALS #14 - Why TAM is the Wrong Question
With Nate Baker, Co-Founder & CEO of Qualia + Co-Founder of Fractal Software
Jan 21
•
Euclid Ventures
7
47:29
VERTICALS #13 - Levelset's $500M Exit to Procore
With Scott Wolfe, Founder & CEO of Levelset
Jan 14
•
Euclid Ventures
5
1:06:35
VERTICALS #12 - Vertical FinTech
With Rahul Hampole, VP of FinTech at ServiceTitan & Plaid
Jan 8
•
Euclid Ventures
5
48:00
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