Deus Ex CapEx

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

Sep 25 • 

Euclid Ventures

14

1

VC Panel: Vertical AI Summit 2025

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

Sep 19 • 

Euclid Ventures

4

40:50

We Have Met the Enemy and He Is Us

The Mind-Virus of Big Venture has become a Pandemic

Sep 4 • 

Euclid Ventures

23

August 2025

The State of Vertical AI (Q2)

Harvey, Abridge, Commure, Stord, Owner, Entrata, and More

Aug 21 • 

Euclid Ventures

18

July 2025

Dude, Where's My Moat?

Evaluating long-term defensibility in Vertical AI

Jul 25 • 

Euclid Ventures

35

3

Design Partnerships in Vertical AI

Vertical Collective Roundtable: Q3 2025

Jul 15 • 

Euclid Ventures

12

The State of Vertical AI (Q1)

Abridge, Hippocratic, Freed, Flock Safety, Shield AI, BuildOps, and more

Jul 1 • 

Euclid Ventures

12

4

June 2025

Vertical AI & the Productivity Paradox

Labor rules everything around me

Jun 12 • 

Euclid Ventures

18

1

The Founder's Guide to Vertical AI

Start here: the best of Euclid Insights

Jun 6 • 

Euclid Ventures

8

Does AI Threaten Vertical SaaS?

How Layer Commoditization Cycles create winners & losers

Jun 5 • 

Euclid Ventures

16

May 2025

Voice-First Playbooks in Vertical AI

From hot wedge products to the rebirth of software

May 30 • 

Euclid Ventures

15

3

Vertical AI's Integration Problem

And the 5 Ways Founders Are Solving It Today

May 22 • 

Euclid Ventures

14

1