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Latest Essays

A Guide to Disrupting Incumbents

Part I: Commoditizing Your Complements in the Era of Vertical AI

Research-driven insights in Vertical AI

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The Unknown Known

The Siren Song of Services

The Next Chapter for Vertical Software

The Truth About Founder-Led Sales

Early-Stage VC in the Age of Vertical AI

Market Sizing in Vertical Software (Part 1)

The 5 Business Models of Vertical Software

The Mind-Virus of Big Venture

AI is Solving SaaS Product Adoption

Emerging Playbooks in Vertical AI

A Banner Year for Vertical Software

Market Sizing in Vertical Software

The Unknown Known

The Siren Song of Services

The Next Chapter for Vertical Software

The Seed-Stage Reckoning

The AI-First Roll-Up

Nobody Wants Your Product!

The Buyout Frenzy in Vertical SaaS

How Founder Backgrounds Correlate with vSaaS Success (Part II)

How Founder Backgrounds Correlate with vSaaS Success

The Future of AI is Vertical

The Vertical SaaS Profit Premium

An Era for Vertical Software

Market Sizing in Vertical Software (Part 2)

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Inception-stage VC for Vertical AI Founders

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