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Latest Essays

Beauty and the VC

Consensus capital rewards familiar templates. Vertical AI winners must build their own

Research-driven insights in Vertical AI

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SaaSpocalypse Now

The Dark Marketplace

Service-Level Disagreement

SaaSpocalypse Now

The Dark Marketplace

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

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 Working in Vertical Voice AI

The LLM Survivability Test

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

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

Morgan Livermore at SuperCruise Capital: Software Defensibility 2.0

Alex Jekowsky at Cents: Hardware as an AI Moat

How to Compete with Legacy Incumbents

Navigating Vertical B2B2C

The Vertical Report 2026

Payments as a Shadow System of Record

The Four Ps of AI Services

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

The Verticals Podcast: 12 Standout Moments

Verticals Podcast — Start Here

What's My Stage Again?

AI-Powered Growth Equity

Software Is Dead — Long Live Software

The Verticalist: 2025 Year In Review

NeurIPS 2025: What Actually Matters

Diffusion of AI Across Vertical Markets

The Quiet Death of VC-Founder Alignment

Founders on Hiring in the AI Era

VC Panel: Vertical AI Summit 2025

The State of Vertical AI (Q2'25)

The State of Vertical AI (Q2)

Design Partnerships in Vertical AI

The State of Vertical AI (Q1)

The Vertical Review: Q1 2025

Vertical AI & the Productivity Paradox

Founders' Guide to Vertical AI

Does AI Threaten Vertical SaaS?

Voice-First Playbooks in Vertical AI

Vertical AI's Integration Problem

Early-Stage Product Strategy in Vertical AI

Early-Stage Product Strategy in Vertical AI

Swiss Cheese & Vertical Software

Early-Stage VC in the Age of Vertical AI

Early-Stage VC in the Age of Vertical AI

AI is Solving SaaS Product Adoption

AI is Solving SaaS Product Adoption

Market Sizing in Vertical AI (Part II)

A Banner Year for Vertical Software

Market Sizing in Vertical AI (Part I)

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 (Part II)

How Founder Backgrounds Correlate with vSaaS Success

How Founder Backgrounds Correlate with vSaaS Success

The Future of AI is Vertical

Market Sizing in Vertical Software (Part 2)

Market Sizing in Vertical Software (Part 1)

Market Sizing in Vertical Software (Part 1)

The 5 Business Models of Vertical Software

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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