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What's Working in Vertical Voice AI
With Mike Droesch, Partner at Bessemer Venture Partners
May 27
6
1
SaaSpocalypse Now
Five myths about the software selloff — and what they mean for AI
May 26
18
2
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
2
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
7
1
2
David Haber at a16z: In Vertical AI, Market Structure Is the New TAM
Why VC needs to rethink market size — and get smarter on market shape
May 6
11
2
2
The Dark Marketplace
Vertical AI is coming for commerce — the winners will be the ones that learn how buyers think
May 1
20
3
1
April 2026
Morgan Livermore at SuperCruise Capital: Software Defensibility 2.0
The two new nodes of software defensibility in the age of AI
Apr 29
5
Alex Jekowsky at Cents: Hardware as an AI Moat
How Cents is owning the laundry industry by inverting the Toast model
Apr 22
6
2
How to Compete with Legacy Incumbents
With Alex Niehenke, Partner at Scale Venture Partners
Apr 17
9
Service-Level Disagreement
The VC debate on AI Services — and why they won't escape the gravity of software
Apr 16
44
10
5
Navigating Vertical B2B2C
With Andres Robelo — Founder & CEO of Playbypoint
Apr 8
15
1
1
The Vertical Report 2026
Annual state of Vertical AI
Apr 6
21
4
2
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