The Verticalist

The Verticalist

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The AI-First Roll-Up
Why VC-backed consolidators may struggle but software (and AI) will win
Software Is Dead — Long Live Software
"SaaSmageddon," Vertical AI & the Vibe Code Fallacy
Dude, Where's My Moat?
Evaluating long-term defensibility in Vertical AI
Market Sizing in Vertical AI (Part I)
The TAM Uncertainty Principle
Emerging Playbooks in Vertical AI
From Authoring Layer to Systems of Intelligence
We Have Met the Enemy and He Is Us
The Mind-Virus of Big Venture has become a Pandemic
We Need to Talk About Agents
What GM's $40B mistake can teach Vertical AI founders
The Next Chapter for Vertical Software
SaaS isn't dead, it's being re-born
Early-Stage VC in the Age of Vertical AI
Why founders & investors must reimagine software success
The State of Vertical AI (Q2)
Harvey, Abridge, Commure, Stord, Owner, Entrata, and More
Does AI Threaten Vertical SaaS?
How Layer Commoditization Cycles create winners & losers
The Quiet Death of VC-Founder Alignment
How AI and AUM are shifting investor incentives at the early stage
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