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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
Issues86Founded4 years agoLast Issue3 days ago
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Artwork for Verticalized: The Newsletter for Industry Disruption

Latest Issues

What Can the Models Actually Do?

Model capability and economic performance in a business are not the same thing. They should be, but they’re not. Why?

As we progress from models that can chat to models that can literally solve novel math, it’s stupefying to realize we st...

3 days ago
5

Long Lake x Amex GBT

I’ve been spending quite a bit more time lately thinking about the nature of firms, incentive structures, and more given the rapid progress in model capability.

I wrote this piece several months ago but never got around to publishing it....

10 days ago
11
1

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...

3 months ago
9
1

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...

4 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...

5 months ago
7

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  • Eli Dukes

    tech x capital x verticals

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