Investor Perspective

Vertical AI & the Productivity Paradox

Labor rules everything around me

Jun 12 •

Euclid Ventures

Does AI Threaten Vertical SaaS?

How Layer Commoditization Cycles create winners & losers

Jun 5 •

Euclid Ventures

Swiss Cheese & Vertical Software

What aviation safety can teach us about early-stage risk

May 2 •

Euclid Ventures

Early-Stage VC in the Age of Vertical AI

Why founders & investors must reimagine software success

Mar 7 •

Euclid Ventures

Market Sizing in Vertical AI (Part II)

The Power of Starting Small: ACVs, Beachheads & Wedges

Jan 31 •

Euclid Ventures

The Mind-Virus of Big Venture

How VC consolidation will hurt returns & innovation

Jan 22 •

Euclid Ventures

A Banner Year for Vertical Software

But Early-Stage Investment Still Lags

Jan 15 •

Euclid Ventures

Market Sizing in Vertical AI (Part I)

The TAM Uncertainty Principle

Jan 8 •

Euclid Ventures

The Future of AI is Vertical

LLMs' Path to Defensibility Through Specialization

Jun 13, 2024 •

Euclid Ventures

An Era for Vertical Software

Why Vertical Software is poised to win over the next decade

Apr 17, 2024 •

Euclid Ventures

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