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Data and analysis on Vertical AI, weekly. Written by the investment team at Euclid — a VC backing Vertical AI founders from inception.

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PricingOnly free issuesPublishesTwice weekly
Issues117Founded4 years agoLast Issue7 days ago
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Latest Issues

Why Your Voice AI Agent Isn’t Enough

For much of modern Vertical AI, voice is a critical bridge from LLMs to doing the work in real-economy and Main Street industries. The opportunity is massive and obvious. An AI-handled call costs about $0.40 against $7–12 for a human agent...

7 days ago
3

AI Is Making Sales More Human

Gartner expects AI agents to outnumber salespeople 10 to 1 by 2028. Kevin Wilson is betting the other way. As CRO of Skimmer, the operating system for 8,000 pool service businesses, he uses AI to make his reps more human, not fewer: cleaner...

11 days ago
2

False Profits

On a call with investors last quarter, Marc Benioff unveiled Salesforce's next big idea: pricing on true business outcomes.

We’re moving to not just kind of outcome-based pricing, which is [like,] ‘We completed this many phone calls, the...

12 days ago
4
1

The Coming Wave of Vertical AI M&A

Every vertical software incumbent faces the same two paths ahead: rebuild the product for AI (and likely pay a vendor to help you do that) or buy a platform to spearhead your AI strategy. So far, few are taking the latter path. But that wil...

16 days ago
5

SaaSpocalypse Now What?

Abstract

  • Software prices whipsawed over the past year, but NRR held at a median of 109%. Customers haven’t left — at least not yet.

  • The rebound has been uneven. Infrastructure has pulled away, and vertical software has been th...

19 days ago
7

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  • Euclid Ventures

    VC built for Vertical AI founders. Your partner from inception.

  • Omar Elayat
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