The Verticalist

The Verticalist

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SaaSpocalypse Now
Five myths about the software selloff — and what they mean for AI
May 26
The Dark Marketplace
Vertical AI is coming for commerce — the winners will be the ones that learn how buyers think
May 1
Service-Level Disagreement
The VC debate on AI Services — and why they won't escape the gravity of software
Apr 16
We Need to Talk About Agents
What GM's $40B mistake can teach Vertical AI founders
Mar 19
The Dispatcher Problem
Jevon's Paradox & why rising tides won't lift all boats in Vertical AI
Feb 13
Deus Ex CapEx
Examining the assumptions and incentives behind the economy-wide bet on GPUs
Sep 25, 2025
A Guide to Disrupting Incumbents
Part I: Commoditizing Your Complements in the Era of Vertical AI
Apr 8, 2025
The Mind-Virus of Big Venture
How VC consolidation will hurt returns & innovation
Jan 22, 2025
Nobody Wants Your Product!
A Framework for Vertical Product-Market Fit
Sep 19, 2024
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