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Latest Essays

The Dark Marketplace

Vertical AI is coming for commerce — the winners will be the ones that learn how buyers think

Research-driven insights in Vertical AI

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Service-Level Disagreement

No Country for Old Founders

The Vertical Report: 2026

Service-Level Disagreement

No Country for Old Founders

The Vertical Report: 2026

We Need to Talk About Agents

Software Is Dead — Long Live Software

Who Gets to Eat?

The Fundability Trap

The Quiet Death of VC-Founder Alignment

Deus Ex Capex

We Have Met the Enemy and He Is Us

Dude, Where's My Moat

Vertical AI & the Productivity Paradox

Voice-First Playbooks in Vertical AI

A Guide to Disrupting Incumbents

The Truth About Founder-Led Sales

The Mind-Virus of Big Venture

Emerging Playbooks in Vertical AI

Market Sizing in Vertical AI

Swiss Cheese & Vertical Software

What's My Stage Again?

VC Panel: Vertical AI Summit 2025

The State of Vertical AI (Q2'25)

Design Partnerships in Vertical AI

The Vertical Review: Q1 2025

Does AI Threaten Vertical SaaS?

Vertical AI's Integration Problem

Early-Stage Product Strategy in Vertical AI

Early-Stage VC in the Age of Vertical AI

AI is Solving SaaS Product Adoption

A Banner Year for Vertical Software

The Unknown Known

The Siren Song of Services

The Next Chapter for Vertical Software

The Seed-Stage Reckoning

The AI-First Roll-Up

Nobody Wants Your Product!

The Buyout Frenzy in Vertical SaaS

How Founder Backgrounds Correlate with vSaaS Success (Part II)

How Founder Backgrounds Correlate with vSaaS Success

The Future of AI is Vertical

Market Sizing in Vertical Software (Part 1)

The 5 Business Models of Vertical Software

The Vertical SaaS Profit Premium

An Era for Vertical Software

Market Sizing in Vertical Software (Part 2)

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