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Beauty and the VC
Consensus capital rewards familiar templates. Vertical AI winners must build their own
Jun 2
8
1
1
No Country for Old Founders
Why domain expertise is becoming more important in Vertical AI, not less
Apr 6
33
7
2
What's My Stage Again?
Why seed is obsolete — and the age of Inception capital
Feb 27
18
1
Software Is Dead — Long Live Software
"SaaSmageddon," Vertical AI & the Vibe Code Fallacy
Feb 18
29
4
3
The Dispatcher Problem
Jevon's Paradox & why rising tides won't lift all boats in Vertical AI
Feb 13
18
1
1
The Fundability Trap
“Consensus Comfort” is the Most Expensive Thing You Can Buy
Jan 29
22
5
The Verticalist: 2025 Year In Review
Why we write
Dec 19, 2025
9
2
NeurIPS 2025: What Actually Matters
The papers that hint at the future of Vertical AI in 2026+
Dec 15, 2025
9
Deus Ex CapEx
Examining the assumptions and incentives behind the economy-wide bet on GPUs
Sep 25, 2025
20
1
8
We Have Met the Enemy and He Is Us
The Mind-Virus of Big Venture has become a Pandemic
Sep 4, 2025
26
3
The State of Vertical AI (Q2)
Harvey, Abridge, Commure, Stord, Owner, Entrata, and More
Aug 21, 2025
20
1
The State of Vertical AI (Q1)
Abridge, Hippocratic, Freed, Flock Safety, Shield AI, BuildOps, and more
Jul 1, 2025
12
4
6
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