vertical AI

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 16, 2026 by Shiv Rao · across every show →

Everything said about vertical AI, oldest first

May 16, 2026 negative
Insight
Vertical AI startups cannot win by fighting foundation model labs
“If you are fighting against them, you've already lost. If you haven't figured out how you're going to win with them, how you're gonna not just coexist, but actually find ways to collaborate potentially, and if the tailwinds that they create are not yours to le…”
Shiv Rao May 16, 2026 ▶ 15:28 The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
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