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Artwork for Verticalized: The Newsletter for Industry Disruption

Verticalized: The Newsletter for Industry Disruption

Eli Dukes

the hidden currents of industry

Platform
Substack
PricingFreemiumPublishesWeekly
Issues84Founded4 years agoLast Issue4 days ago
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Artwork for Verticalized: The Newsletter for Industry Disruption

Latest Issues

The State of AI Deployment

AI model progress and deployment are not the same thing. And outside of the big three verticals of coding, law, and finance, the net impact of major model progressions has been muted.

The labs obviously need to rectify this imbalance betwe...

4 days ago
7

Agentic Geometry

a16z’s team put out a fantastic piece this week on the challenge with Revit and BIM for the built world.

Funny enough, this has been a major focus for me lately, so I thought I’d lay out why the BIM opportunity matters and give a taste of...

2 months ago
7
2

Why and How to Build a Research Org

“When you see something technically sweet you go ahead and do it, and you argue about what to do about it, only after you have achieved success.”

Oppenheimer

In the emerging effort to make the full TAM of labor addressable via software an...

2 months ago
7

Fear and Loathing in Silicon Valley

“The possibility of physical and mental collapse is now very real. No sympathy for the Devil, keep that in mind. Buy the ticket, take the ride.”

Subscribe now

Anthropic in particular seemingly drops a release every other day that makes wr...

3 months ago
7
4

Differentiated Data Recipes, Undifferentiated Compute

The applied AI recipe in 2026

Vertical AI is on track to continue to create massive value in a number of verticals. But essential questions endure about their long term value, current multiples, and more given the continued advances in fou...

4 months ago
6
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  • Eli Dukes

    tech x capital x verticals

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