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The Rise of the Post-Pedigree Founder
with Dan Teran & James Gettinger, Co-Founders @ Gutter Capital
Jun 17
9
2
Vertical AI Is Blurring Enterprise & Consumer
with Nikhil Basu Trivedi, Co-Founder & GP @ Footwork VC
Jun 12
8
3
How VCs Evaluate Vertical AI Startups
With Kyle Lui, General Partner at Bling Capital
Jun 9
11
1
Beauty and the VC
Consensus capital rewards familiar templates. Vertical AI winners must build their own
Jun 2
9
2
3
May 2026
What's Working in Vertical Voice AI
With Mike Droesch, Partner at Bessemer Venture Partners
May 27
7
1
SaaSpocalypse Now
Five myths about the software selloff — and what they mean for AI
May 26
21
2
The LLM Survivability Test
The question every Vertical AI founder needs to answer before foundation models make their product a feature. With Vignesh Ravikumar & Brendon Schmit of…
May 22
3
Jacob Sandry at Euclid Power: AI in High-Stakes Industries
Why AI's 99% isn't good enough for high-consequence workflows — and how to solve for it
May 13
8
1
2
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
11
2
2
The Dark Marketplace
Vertical AI is coming for commerce — the winners will be the ones that learn how buyers think
May 1
22
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
6
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
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