podcast

Jacob Sandry at Euclid Power: AI in High-Stakes Industries

Why AI's 99% isn't good enough for high-consequence workflows — and how to solve for it

May 13

David Haber at a16z: In Vertical AI, Market Structure Is the New TAM

Why VC needs to rethink market size — and get smarter on market shape

May 6

Morgan Livermore at SuperCruise Capital: Software Defensibility 2.0

The two new nodes of software defensibility in the age of AI

Apr 29

Alex Jekowsky at Cents: Hardware as an AI Moat

How Cents is owning the laundry industry by inverting the Toast model

Apr 22

How to Compete with Legacy Incumbents

With Alex Niehenke, Partner at Scale Venture Partners

Apr 17

Navigating Vertical B2B2C

With Andres Robelo — Founder & CEO of Playbypoint

Apr 8

Payments as a Shadow System of Record

Case study on Camber Health — with Christophe Rimann, Co-Founder

Apr 1

The Four Ps of AI Services

With Deepak Chhugani, Founder & CEO of Nuvocargo ($85M Raised)

Mar 25

Scaling AI Services: Zero to $15B in a Year

With Chris Hladczuk, Co-Founder & CEO of Hanover Park

Mar 18

The Verticals Podcast: 12 Standout Moments

Slice, Broadlume, Moxie, ServiceTitan, Qualia, EvolutionIQ, and more

Mar 4

Verticals Podcast — Start Here

How to watch, listen & subscribe to the show (and 5 episodes to start with)

Mar 3

AI-Powered Growth Equity

With Dave Pandullo & Scott Hoch of AQL Growth

Feb 25

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