Archive - Verticalized: The Newsletter for Industry Disruption

Vertical SaaS is Dead. Long Live Vertical SaaS.

AI, business models, and paradigm shifts

Feb 20, 2024 • Eli Dukes

The Founder's Series: Loop Payments

or how to build meaningful vertical fintech and fix freight payments

Jan 11, 2023 • Eli Dukes

a study in vertical SaaS buyouts

Nov 8, 2023 • Eli Dukes

Fear and Loathing in Silicon Valley

Analyzing the system of record and software debate

Mar 3 • Eli Dukes

Differentiated Data Recipes, Undifferentiated Compute

The applied AI recipe in 2026

Jan 21 • Eli Dukes

The Current Tech-Enabled Rollup Gap + the Funeral Industry

Apr 1, 2025 • Eli Dukes

The State of AI-Enabled Rollups

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

Nov 19, 2025 • Eli Dukes

The Freight Ecosystem

or how vertical democratization will change the industry

Dec 7, 2022 • Eli Dukes

vSaaS Payments Strategies

Square, margin improvement, and rollups

Jun 7, 2023 • Eli Dukes

Agave and the Rise of Vertical iPaaS platforms

how unified APIs unlock innovation

Feb 15, 2023 • Eli Dukes

inside the playbook of a breakout vertical SaaS company

Dec 3, 2025 • Eli Dukes

Compute Markets could get really weird

I reserve the right to be wrong about everything below.

Aug 6, 2025 • Eli Dukes

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