A look at how AI is following the same path as SaaS, moving from general tools to vertical ones built for specific industries. Salesforce and HubSpot showed this works. Vertical AI companies can own their markets in ways broad platforms can't.
My favorite question was on this topic of vertical versus horizontal AI in general. And then specifically for agentic, when I was preparing for this framework of how I think about it and how I explain this to people, especially other communities like investor LP communities is SaaS went from SaaS to vertical SaaS. And I give the examples of Salesforce and HubSpot. And then after that you add vertical CRMs that was built for a specific function. HubSpot and Salesforce came and then there was vertical apps that came focused on specific use cases that started to take market share. But wait, Salesforce and HubSpot still built massive businesses.
The AI Agent Getting More Supplier Data in 5 Weeks Than a Team Did in 2 Years
