The most successful vertical AI companies won’t just build AI products, they’ll become the systems entire industries run on.
That shift is already starting in markets often overlooked: think medical billing, auto lending, freight logistics, tax accounting. These industries are fragmented, operationally messy, full of edge cases, and difficult to sell into, which is exactly what makes them defensible.
The companies winning here aren’t stopping at workflow assistants or AI features. They’re going deeper: embedding into approvals, compliance, integrations, exceptions, & ultimately the labor & services budgets behind the work itself.
Over the past 2 years & hundreds of pitches,
@CGao &
@adityareddy97 have been tracking what separates vertical AI products from vertical AI systems, why overlooked, operationally complex markets may produce the most durable AI companies. Read more:
sapphireventures.com/blog/th…