Founder Playbooks

Dude, Where's My Moat?

Evaluating long-term defensibility in Vertical AI

Jul 25 •

Euclid Ventures

Design Partnerships in Vertical AI

Vertical Collective Roundtable: Q3 2025

Jul 15 •

Euclid Ventures

Voice-First Playbooks in Vertical AI

From hot wedge products to the rebirth of software

May 30 •

Euclid Ventures

A Guide to Disrupting Incumbents

Part I: Commoditizing Your Complements in the Era of Vertical AI

Apr 8 •

Euclid Ventures

Emerging Playbooks in Vertical AI

From Authoring Layer to Systems of Intelligence

Feb 6 •

Euclid Ventures

Market Sizing in Vertical AI (Part II)

The Power of Starting Small: ACVs, Beachheads & Wedges

Jan 31 •

Euclid Ventures

Market Sizing in Vertical AI (Part I)

The TAM Uncertainty Principle

Jan 8 •

Euclid Ventures

The AI-First Roll-Up

Why VC-backed consolidators may struggle but software (and AI) will win

Sep 27, 2024 •

Euclid Ventures

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