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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
Issues120Founded4 years agoLast Issue3 days ago
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Artwork for The Verticalist

Latest Issues

Who Wins the AI App Layer?

On September 23, we hosted the second annual Verticalist Summit in San Francisco, a half-day, invite-only gathering of founders, operators, and investors building Vertical AI. Over the next few weeks, we'll publish every session, along with...

3 days ago
6

Keith Rabois’ New Rules of Vertical AI

Anthropic or OpenAI just launched a product, inked a partnership, or made a senior hire in my industry. Should we be worried? It’s a natural and increasingly common question we hear from founders. The instinct is to treat every lab release...

8 days ago
7

You Can’t Vibe-Code a Network

If a model can rebuild my product over a weekend, what am I worth? Well, hopefully the presumption here isn’t true in your case. But general sense of angst increasingly competent frontier models provokes in founders and investors alike is r...

17 days ago
2

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...

a month 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...

a month ago
2

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  • Euclid Ventures

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

  • Omar Elayat
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