Subscribe
Sign in
Home
Notes
Start Here
Euclid
About
Investor Perspective
Latest
Top
Discussions
Service-Level Disagreement
The VC debate on AI Services — and why they won't escape the gravity of software
Apr 16
26
7
3
The Vertical Report 2026 — Full Version
Euclid's Annual Review of VC Financings & Exits in Vertical Software & AI | Full version for subscribers, covering 2K+ financings, 250+ exits, and major…
Apr 6
18
4
2
No Country for Old Founders
Why domain expertise is becoming more important in Vertical AI, not less
Apr 6
29
6
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Why seed is obsolete — and the age of Inception capital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
25
4
3
The Dispatcher Problem
Jevon's Paradox & why rising tides won't lift all boats in Vertical AI
Feb 13
17
1
1
The Fundability Trap
“Consensus Comfort” is the Most Expensive Thing You Can Buy
Jan 29
21
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
The Quiet Death of VC-Founder Alignment
How AI and AUM are shifting investor incentives at the early stage
Dec 4, 2025
25
2
2
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
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
