The Verticalist

The Verticalist

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Which Vertical Incumbents Will Survive AI?
with Adam Harris, Founder & CEO of Cloudbeds
Jul 8
Why Vertical AI Founders are Ditching Model Labs
with Zain Jaffer, Founder & CEO of Blazel and Vungle (acq. for $780M)
Jul 1

June 2026

The Fastest-Growing Vertical AI Startup Was Built & Sold by Teachers
with Adeel Khan, Founder & CEO of MagicSchool
Jun 24
The Exception Queue
Decision-trace infrastructure and the ultimate prize for Vertical AI
Jun 23
The Rise of the Post-Pedigree Founder
with Dan Teran & James Gettinger, Co-Founders @ Gutter Capital
Jun 17
Vertical AI Is Blurring Enterprise & Consumer
with Nikhil Basu Trivedi, Co-Founder & GP @ Footwork VC
Jun 12
How VCs Evaluate Vertical AI Startups
With Kyle Lui, General Partner at Bling Capital
Jun 9
Beauty and the VC
Consensus capital rewards familiar templates. Vertical AI winners must build their own
Jun 2

May 2026

What's Working in Vertical Voice AI
With Mike Droesch, Partner at Bessemer Venture Partners
May 27
SaaSpocalypse Now
Five myths about the software selloff — and what they mean for AI
May 26
The LLM Survivability Test
The question every Vertical AI founder needs to answer before foundation models make their product a feature. With Vignesh Ravikumar & Brendon Schmit of…
May 22
Jacob Sandry at Euclid Power: AI in High-Stakes Industries
Why AI's 99% isn't good enough for high-consequence workflows — and how to solve for it
May 13
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