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Voice-First Playbooks in Vertical AI
From hot wedge products to the rebirth of software
May 30 • 
Euclid Ventures
15

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Voice-First Playbooks in Vertical AI
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A Guide to Disrupting Incumbents
Part I: Commoditizing Your Complements in the Era of Vertical AI
Apr 8 • 
Euclid Ventures
13

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A Guide to Disrupting Incumbents
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Emerging Playbooks in Vertical AI
From Authoring Layer to Systems of Intelligence
Feb 6 • 
Euclid Ventures
16

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Emerging Playbooks in Vertical AI
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Market Sizing in Vertical AI (Part II)
The Power of Starting Small: ACVs, Beachheads & Wedges
Jan 31 • 
Euclid Ventures
17

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Market Sizing in Vertical AI (Part II)
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Market Sizing in Vertical AI (Part I)
The TAM Uncertainty Principle
Jan 8 • 
Euclid Ventures
33

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Market Sizing in Vertical AI (Part I)
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The AI-First Roll-Up
Why VC-backed consolidators may struggle but software (and AI) will win
Sep 27, 2024 • 
Euclid Ventures
23

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The AI-First Roll-Up
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