Verticalist Summit highlights Vertical AI value capture

insights.euclid.vc5 min read

The author argues that the application layer in AI will capture most of the value, with Vertical AI taking the lion's share despite competition from well-capitalized labs. Addressing skeptic concerns that vertical solutions are merely thin wrappers or will be consumed by labs, the piece highlights that workflow depth and dark data created by job byproducts form durable moats. Ultimately, Vertical AI represents a massive $3T opportunity across B2B services. Open article →