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vertical AI applications

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2024 by Joe Schmidt · across every show →

Everything said about vertical AI applications, oldest first

Dec 23, 2024 bullish
Assertion Not checkable as stated
Schmidt: Vertical AI automation startups are growing faster than any previous category
“And so I think we're seeing a bunch of these applications pop up and frankly have growth rates on like anything I've ever seen again.”
Joe Schmidt Dec 23, 2024 ▶ 1:25 AI-Powered Acquisitions: A New Playbook
Jul 30, 2026 bullish
Prediction Not checkable as stated
Zhang: Vertical AI applications will outperform general lab-built agents
“The labs themselves will have more application capabilities, but those will be fairly general. Like they're, you can maybe build general agents that can do this thing or that thing. But for a lot of these like core verticals, like ours, our thesis is that, you…”
Jesse Zhang Jul 30, 2026 ▶ 18:36 How Decagon Runs 90% of Its Agents on Open-Source Models
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