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Artwork for Linear: A Vertical Software & Vertical AI Newsletter

Linear: A Vertical Software & Vertical AI Newsletter

Luke Sophinos

The newsletter on Vertical Software & AI. In your email inbox once a week. VerticalSaaSGroup.com

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues243Founded4 years agoLast Issue3 days ago
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Artwork for Linear: A Vertical Software & Vertical AI Newsletter

Latest Issues

Linear #195.5: The SaaSpocalypse is over, but who wins each vertical from here?

The SaaSpocalypse is officially over

But who wins each vertical from here?

Watch this weeks episode

Everyone spent the first half of 2025 screaming SaaSpocalypse. Then the software indexes quietly clawed their way back — apps and ver...

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Linear #195: Most Of Your Applicants Are Still Living In 2019, Playground Acquired

Today’s newsletter is sponsored by Xplor Pay. Vertical AI could represent an opportunity 10x bigger than SaaS. But capturing it will take more than adding AI features.

Luke Sophinos, Mark Passifione, and Daniel Burton explore what it takes...

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Linear #194.5: Benioff’s School of SaaS -> Betting it all on Vertical AI

Horizontal SaaS organized the company.

Vertical SaaS learned the industry.
Vertical AI acts inside the work.

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Dom Dinardo has had the unusual advantage of arriving early to three software eras. He joined Sal...

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Linear #194: The Software Map Is Collapsing Into Three Buckets. But The War Inside the Verticals Is Really Just Starting.

Today’s newsletter is sponsored by Xplor Pay.
Artificial intelligence is changing how software is built, customer expectations are evolving, and investors are rethinking what creates long-term enterprise value.

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Linear #193.5: The Marketplace Playbook Is Being Rewritten w/ Mike Duboe (GP @ Greylock)

The Dawn of the AI Marketplace with the Marketplace Philosopher Mike Duboe of Greylock

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There’s a reason the Sriracha shortage became a national crisis. David Tran built Huy Fong Foods on a handshake — 28 years, tens...

17 days ago
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  • Luke Sophinos

    Vertical Software Founder, CEO, & Investor // Formerly Founder & CEO @CourseKeyEDU (Sold to PSG) // Op Partner @JoinAtomic // Thiel Fellow @thielfellowship //

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