Verticalized: The Newsletter for Industry Disruption

This Week in Vertical Tech

SimGym, GDPVal, AI Industry Penetration, and more

Dec 12 • Eli Dukes

7

This Week in Vertical Tech

Thrive announces an OpenAI partnership, Unlimited, and Norm Law

Dec 5 • Eli Dukes

3

2

Trayd

inside the playbook of a breakout vertical SaaS company

Dec 3 • Eli Dukes

7

November 2025

Two Ideas on AI

RL and revenue

Nov 26 • Eli Dukes

5

This Week in Vertical Tech

Harvey, Rebel, MSOs in Legal, and more

Nov 21 • Eli Dukes

4

The State of AI-Enabled Rollups

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

Nov 19 • Eli Dukes

8

9

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 • 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 • Eli Dukes

3

2