Archive - Euclid Insights

Market Sizing in Vertical Software

Part I: The TAM Uncertainty Principle

Jan 8 •

Euclid Ventures

December 2024

The Unknown Known

What founders can learn from Donald Rumsfeld

Dec 20, 2024 •

Euclid Ventures

November 2024

The Siren Song of Services

A cautionary guide for Services-as-Software + vertical AI pioneers

Nov 22, 2024 •

Euclid Ventures

October 2024

September 2024

The AI-First Roll-Up

Why VC-backed consolidators may struggle but software (and AI) will win

Sep 27, 2024 •

Euclid Ventures

Nobody Wants Your Product!

A Framework for Vertical Product-Market Fit

Sep 19, 2024 •

Euclid Ventures

August 2024

The Buyout Frenzy in Vertical SaaS

Is Private Equity a Viable Path for Venture-Scale Exits?

Aug 8, 2024 •

Euclid Ventures

July 2024

June 2024

The Future of AI is Vertical

LLMs' Path to Defensibility Through Specialization

Jun 13, 2024 •

Euclid Ventures

May 2024

Market Sizing in Vertical Software (Part 2)

Euclid’s Evaluation Framework + Portfolio Case Study

May 30, 2024 •

Euclid Ventures

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