Verticalized: The Newsletter for Industry Disruption

What Can the Models Actually Do?

thoughts on capability, private markets, deployment, and firms

Aug 12 • Eli Dukes

6

Long Lake x Amex GBT

the new logic of AI underwriting

Aug 5 • Eli Dukes

11

1

May 2026

The State of AI Deployment

AI model progress and deployment are not the same thing.

May 20 • Eli Dukes

9

1

March 2026

Agentic Geometry

BIM and the current limitations for agents

Mar 31 • Eli Dukes

7

2

1

Why and How to Build a Research Org

every vertical SaaS company should be doing research

Mar 17 • Eli Dukes

7

Fear and Loathing in Silicon Valley

Analyzing the system of record and software debate

Mar 3 • Eli Dukes

8

4

1

January 2026

Differentiated Data Recipes, Undifferentiated Compute

The applied AI recipe in 2026

Jan 21 • Eli Dukes

6

December 2025

What's Coming in 2026?

The Age of Dichotomies bleeds into the Age of Deployment

Dec 17, 2025 • Eli Dukes

7

1

This Week in Vertical Tech

SimGym, GDPVal, AI Industry Penetration, and more

Dec 12, 2025 • Eli Dukes

10

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

10

November 2025

Two Ideas on AI

RL and revenue

Nov 26, 2025 • Eli Dukes

6