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The Vertical Report 2026 — Preview
Preview version of Euclid's Annual Review of VC Financings & Exits in Vertical Software & AI | Subscribe to get full version
Mar 9
5
1
Top 12 Moments from Verticals, So Far
Slice, Broadlume, Moxie, ServiceTitan, Qualia, EvolutionIQ, and more
Mar 4
9
February 2026
What's My Stage Again?
Why seed is obsolete — and the age of Inception capital
Feb 27
17
1
Verticals #19 — AI-Powered Growth Equity
With Dave Pandullo & Scott Hoch of AQL Growth
Feb 25
13
Verticals #18 — SaaSpocalypse
With Nick Tippmann, Founder & Managing GP of TipTop VC
Feb 19
4
0:56
Software Is Dead — Long Live Software
"SaaSmageddon," Vertical AI & the Vibe Code Fallacy
Feb 18
23
3
2
The Dispatcher Problem
Vertical AI & the Dispatcher Problem
Feb 13
16
1
1
Verticals #17 — Reducing Switching Costs with AI
With Darren Fike, Founder & CEO of Santé
Feb 11
4
1
0:56
Verticals #16 - Multiplayer Vertical AI
With Mike Powers, Co-Founder & CEO of BuildVision
Feb 4
4
1:16
January 2026
The Fundability Trap
“Consensus Comfort” is the Most Expensive Thing You Can Buy
Jan 29
20
4
Verticals #15 - Lessons from a $750M Vertical AI Exit
Enterprise Vertical AI with Michael Saltzman, co-founder & co-CEO of EvolutionIQ
Jan 28
8
55:49
VERTICALS #14 - Why TAM is the Wrong Question
With Nate Baker, Co-Founder & CEO of Qualia + Co-Founder of Fractal Software
Jan 21
7
47:29
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