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The Current Tech-Enabled Rollup Gap + the Funeral Industry
April Riffs
Apr 1
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Eli
2
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The Current Tech-Enabled Rollup Gap + the Funeral Industry
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March 2025
Card Stores, Odeko, and Acquisitions
the hottest SMB market: gambling on Pokemon cards
Mar 18
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Eli
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Card Stores, Odeko, and Acquisitions
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ELDs, Samsara, and Veeva
tuesday riffs #3
Mar 4
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Eli
4
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ELDs, Samsara, and Veeva
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February 2025
Co-Scientists, Embedded Payments, and Constellation
multi-agent systems, vertical payments, and AI vs. Constellation
Feb 25
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Eli
2
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Co-Scientists, Embedded Payments, and Constellation
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Tuesday Riffs on Vertical Tech #1 - Legal AI, Voice Agents, and GovTech
riffs and news
Feb 18
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Eli
1
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Tuesday Riffs on Vertical Tech #1 - Legal AI, Voice Agents, and GovTech
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Industry Evals
evals as a moat
Feb 13
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Eli
3
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Industry Evals
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Vertical Clients
vertical AI companies and interface + agent design
Feb 6
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Eli
3
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Vertical Clients
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May 2024
Education Unbundling
opportunities in a post-AI tutor world
May 15, 2024
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Eli
3
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Education Unbundling
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Engines and Tech Trees
powering industry R&D going forward
May 9, 2024
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Eli
3
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Engines and Tech Trees
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February 2024
Vertical SaaS is Dead. Long Live Vertical SaaS.
AI, business models, and paradigm shifts
Feb 20, 2024
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Eli
18
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Vertical SaaS is Dead. Long Live Vertical SaaS.
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November 2023
Metropolis
a study in vertical SaaS buyouts
Nov 8, 2023
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Eli
8
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Metropolis
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Davisware: The OG of Vertical SaaS
the story of an enduring company for commercial food service
Nov 1, 2023
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Eli
6
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Davisware: The OG of Vertical SaaS
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