Investor Perspective

The Quiet Death of VC-Founder Alignment

How AI and AUM are shifting investor incentives at the early stage

Dec 4 •

Euclid Ventures

Examining the assumptions and incentives behind the economy-wide bet on GPUs

Sep 25 •

Euclid Ventures

We Have Met the Enemy and He Is Us

The Mind-Virus of Big Venture has become a Pandemic

Sep 4 •

Euclid Ventures

The State of Vertical AI (Q2)

Harvey, Abridge, Commure, Stord, Owner, Entrata, and More

Aug 21 •

Euclid Ventures

The State of Vertical AI (Q1)

Abridge, Hippocratic, Freed, Flock Safety, Shield AI, BuildOps, and more

Jul 1 •

Euclid Ventures

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

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