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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
Issues88Founded4 years agoLast Issue4 days ago
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Latest Issues

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This Week on Verticals

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

This week on Verticals:

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

This week on Verticals:

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The Dark Marketplace

Last week, Anthropic published the results of an experiment called Project Deal. For one week, inside their San Francisco office, 69 employees listed personal items for sale — snowboards, office chairs, bags of ping-pong balls — on a classi...

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Morgan Livermore at SuperCruise Capital: Software Defensibility 2.0

For two decades, the defensibility playbook in software was relatively stable: own the workflow, lock in the data, compound switching costs. That playbook isn’t wrong — especially in vertical markets — but it’s now incomplete. The AI stack...

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  • Euclid Ventures

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

  • Omar El-Ayat
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