Verticalized: The Newsletter for Industry Disruption

Differentiated Data Recipes, Undifferentiated Compute

The applied AI recipe in 2026

Jan 21 • Eli Dukes

5

December 2025

What's Coming in 2026?

The Age of Dichotomies bleeds into the Age of Deployment

Dec 17, 2025 • Eli Dukes

6

1

1

This Week in Vertical Tech

SimGym, GDPVal, AI Industry Penetration, and more

Dec 12, 2025 • Eli Dukes

9

This Week in Vertical Tech

Thrive announces an OpenAI partnership, Unlimited, and Norm Law

Dec 5, 2025 • Eli Dukes

3

2

Trayd

inside the playbook of a breakout vertical SaaS company

Dec 3, 2025 • Eli Dukes

9

November 2025

Two Ideas on AI

RL and revenue

Nov 26, 2025 • Eli Dukes

6

This Week in Vertical Tech

Harvey, Rebel, MSOs in Legal, and more

Nov 21, 2025 • Eli Dukes

5

The State of AI-Enabled Rollups

Capital deployment via venture into AI-enabled rollups continues to accelerate.

Nov 19, 2025 • Eli Dukes

9

9

1

Two Games: Kingmaking vs. Durability in the AI Rebuild

the macro-themes driving investment dollars

Nov 5, 2025 • Eli Dukes

7

1

October 2025

Leverage through Joint Ventures

analyzing Kobold Metals and mining exploration partnership structures

Oct 15, 2025 • Eli Dukes

3

1

Current Product Architectures in Vertical AI

workflows, search, agents, and what's next

Oct 13, 2025 • Eli Dukes

4

The Capital Structure Idea Maze

what drives the next crop of industry transformations?

Oct 10, 2025 • Eli Dukes

2