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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
7
2
2
The Dark Marketplace
Vertical AI is coming for commerce — the winners will be the ones that learn how buyers think
May 1
15
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
4
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
41
10
4
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
19
4
2
No Country for Old Founders
Why domain expertise is becoming more important in Vertical AI, not less
Apr 6
31
6
2
Payments as a Shadow System of Record
Case study on Camber Health — with Christophe Rimann, Co-Founder
Apr 1
8
March 2026
The Four Ps of AI Services
With Deepak Chhugani, Founder & CEO of Nuvocargo ($85M Raised)
Mar 25
8
1
We Need to Talk About Agents
What GM's $40B mistake can teach Vertical AI founders
Mar 19
18
6
4
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