The Verticalist

The Verticalist

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Founder Playbooks

We Need to Talk About Agents
What GM's $40B mistake can teach Vertical AI founders
Mar 19
Diffusion of AI Across Vertical Markets
Vertical Workflow Architects needed to fill the Adoption Gap
Dec 11, 2025
Founders on Hiring in the AI Era
And other founder-founder advice from our Q3 Vertical Roundtable
Oct 2, 2025
Dude, Where's My Moat?
Evaluating long-term defensibility in Vertical AI
Jul 25, 2025
Design Partnerships in Vertical AI
Vertical Collective Roundtable: Q3 2025
Jul 15, 2025
Voice-First Playbooks in Vertical AI
From hot wedge products to the rebirth of software
May 30, 2025
A Guide to Disrupting Incumbents
Part I: Commoditizing Your Complements in the Era of Vertical AI
Apr 8, 2025
Emerging Playbooks in Vertical AI
From Authoring Layer to Systems of Intelligence
Feb 6, 2025
Market Sizing in Vertical AI (Part II)
The Power of Starting Small: ACVs, Beachheads & Wedges
Jan 31, 2025
Market Sizing in Vertical AI (Part I)
The TAM Uncertainty Principle
Jan 8, 2025
The AI-First Roll-Up
Why VC-backed consolidators may struggle but software (and AI) will win
Sep 27, 2024
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