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Discussions
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
32
7
3
Navigating Vertical B2B2C
With Andres Robelo — Founder & CEO of Playbypoint
Apr 8
15
1
1
The Vertical Report 2026 — Full Version
Euclid's Annual Review of VC Financings & Exits in Vertical Software & AI | Full version for subscribers, covering 2K+ financings, 250+ exits, and major…
Apr 6
18
4
2
No Country for Old Founders
Why domain expertise is becoming more important in Vertical AI, not less
Apr 6
29
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
Scaling AI Services: Zero to $15B in a Year
With Chris Hladczuk, Co-Founder & CEO of Hanover Park
Mar 18
7
1
Euclid Insights is now The Verticalist
Same team, same thesis, new name
Mar 13
14
The Vertical Report 2026 — Preview
25-page analysis of the state of Vertical AI — 2.5k+ VC financings, 250+ exits, and key trends for 2026
Mar 9
7
2
The Verticals Podcast: 12 Standout Moments
Slice, Broadlume, Moxie, ServiceTitan, Qualia, EvolutionIQ, and more
Mar 4
10
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