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Deus Ex CapEx
Examining the assumptions and incentives behind the economy-wide bet on GPUs
Sep 25
•
Euclid Ventures
14
1
We Have Met the Enemy and He Is Us
The Mind-Virus of Big Venture has become a Pandemic
Sep 4
•
Euclid Ventures
23
The State of Vertical AI (Q2)
Harvey, Abridge, Commure, Stord, Owner, Entrata, and More
Aug 21
•
Euclid Ventures
18
The State of Vertical AI (Q1)
Abridge, Hippocratic, Freed, Flock Safety, Shield AI, BuildOps, and more
Jul 1
•
Euclid Ventures
12
4
Vertical AI & the Productivity Paradox
Labor rules everything around me
Jun 12
•
Euclid Ventures
18
1
Does AI Threaten Vertical SaaS?
How Layer Commoditization Cycles create winners & losers
Jun 5
•
Euclid Ventures
16
Swiss Cheese & Vertical Software
What aviation safety can teach us about early-stage risk
May 2
•
Euclid Ventures
9
Early-Stage VC in the Age of Vertical AI
Why founders & investors must reimagine software success
Mar 7
•
Euclid Ventures
23
Market Sizing in Vertical AI (Part II)
The Power of Starting Small: ACVs, Beachheads & Wedges
Jan 31
•
Euclid Ventures
18
The Mind-Virus of Big Venture
How VC consolidation will hurt returns & innovation
Jan 22
•
Euclid Ventures
8
1
A Banner Year for Vertical Software
But Early-Stage Investment Still Lags
Jan 15
•
Euclid Ventures
15
Market Sizing in Vertical AI (Part I)
The TAM Uncertainty Principle
Jan 8
•
Euclid Ventures
34
2
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