
Analysis, data, and opinions for founders, operators, and investors in Vertical AI. By the investment team at Euclid.
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B2B2C (business-to-business-to-consumer) is one of the most powerful — and most nuanced — models in vertical software & AI. When it works, the consumer touchpoint creates a flywheel that reinforces the B2B sale. Affirm’s consumer brand driv...
2025 was the year Vertical AI moved squarely from hypothesis to reality. After a 2024 defined by AI infrastructure buildout and foundation model wars, capital began flowing decisively toward industry-specific use cases.
#### Scene: YC Demo Day, Spring 2027.
The conventional wisdom in vertical software is that you need to be a system of record to own the customer. While many question whether that logic holds up in the world of Vertical AI, the advantage of systems of record (SoRs) remains clear...
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