Reletter
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

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues220Founded4 years agoLast Issue6 days ago
Active

Read this Newsletter

newsletter.lukesophinos.com
Artwork for Linear: A Vertical Software & Vertical AI Newsletter

Latest Issues

Linear #183.5: What a founder, who sold his last company for $780M, is unlearning to build the next AI-native winner

Burn the instincts.

Own the distribution.
Build the hard thing.

In 2014, Zain Jaffer was running Vungle from a London bedroom on a few thousand dollars. By 2019 it had sold to Blackstone for $780M. By 2021 it was public at $4B.

Th...

6 days ago
3

Linear #183: The Token Uplift: Why Vertical AI Companies Can Get To A Billion Faster Than Vertical SaaS Ever Could.


Today’s newsletter is sponsored by Xplor Pay. In the Investor-Operator Guide to Embedded Payments, Xplor Pay examines how embedded payments increasingly impacts retention, operational scalability, monetization, and long-term enterpri...

9 days ago
2
1

Linear #182.5: How a principal created the fastest growing AI in education — and what every founder should learn from it.

Live the user’s job.

Package the context.
Ship the easy button.

In late 2022 the consensus take on application-layer AI was that it was a death sentence. Every startup was a thin wrapper around ChatGPT. Every wrapper would be obfusc...

13 days ago
5

Linear #182: The Software Survival Map, Who Is In The Kill Zone Of The Model Companies?


Today’s newsletter is sponsored by Xplor Pay. In the Investor-Operator Guide to Embedded Payments, Xplor Pay examines how embedded payments increasingly impacts retention, operational scalability, monetization, and long-term enterpri...

16 days ago
8
2

Linear #181.5: Anti-Pedigree and notes on backing the founders the consensus market wont

Pedigree is noise.

Evidence is signal.
Drive does the rest.

The honest version of inception-stage investing in 2026 is that the consensus market has fled to safety. The biggest funds are chasing founders who look de-risked on paper...

20 days ago
3

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Linear: A Vertical Software & Vertical AI Newsletter.

SubscribersEngagement72Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • Luke Sophinos

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

  • Frequently Asked Questions

    How can I access the email archive for this newsletter?

    You can find recent issues that have been published by this newsletter on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does this newsletter have?

    To see how many people subscribe to this newsletter, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in this newsletter?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch this newsletter as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like this newsletter?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact this newsletter using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to this newsletter?

    Scroll up to where it says Related Newsletters to see other publications like this newsletter. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact this newsletter?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.