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This Week in Vertical Tech
Harvey, Rebel, MSOs in Legal, and more
17 hrs ago
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Eli Dukes
1
The State of AI-Enabled Rollups
Capital deployment via venture into AI-enabled rollups continues to accelerate.
Nov 19
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Eli Dukes
5
6
1
Two Games: Kingmaking vs. Durability in the AI Rebuild
the macro-themes driving investment dollars
Nov 5
•
Eli Dukes
6
1
October 2025
Leverage through Joint Ventures
analyzing Kobold Metals and mining exploration partnership structures
Oct 15
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Eli Dukes
3
1
Current Product Architectures in Vertical AI
workflows, search, agents, and what's next
Oct 13
•
Eli Dukes
3
The Capital Structure Idea Maze
what drives the next crop of industry transformations?
Oct 10
•
Eli Dukes
2
What drives the EA return case?
AI value creation in LBOs
Oct 6
•
Eli Dukes
7
1
September 2025
The New Value Above Horizontal Replacement
or which vertical AI businesses get better as model capabilities grow?
Sep 29
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Eli Dukes
3
2
Should you securitize the trading card industry + Information Blocking Laws
Today’s newsletter: trading card AUM plays, Cures Act, and Mark Leonard
Sep 26
•
Eli Dukes
3
1
Vertical RL Environments
game theory in an RL era
Sep 24
•
Eli Dukes
4
2
Capital Structures + OpCo/PropCo
blueprints for industry innovation
Sep 17
•
Eli Dukes
5
1
Compound Pharmacies
the burgeoning infrastructure behind personalized medicine
Sep 15
•
Eli Dukes
4
1
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