Vertical AI Applications
topic on 5 shows · 6 statements across 6 episodes
the MAD Podcast 
the a16z Podcast 
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6 statements about Vertical AI Applications, every show
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…”
Wischoff: Specialized vertical AI applications are harder for customers to replace
“The more specialized you are in your vertical and the more you can enable a home services business, for example, to you know, hire less people and bring in more business. I think the more like, you know, insulated you are, it's harder to rip you out. And so I'…”
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.”
McCullough: Vertical AI applications like AI for law lack defensibility
“We've kicked the tires on dozens and dozens of these products, you know, AI for architecture, AI for law or whatever, and they don't seem defensible.”
Socher: Only a few dozen horizontal AI companies will see major success
“I do think there will be probably only a few dozen horizontal companies that are going to be really major breakout successes. But there will be thousands of vertical application, what you call it, sort of vertical companies that are successfully using AI for t…”
Turck: Vertical AI applications will create category-defining companies like x.ai
“I think there's going to be a whole range of interesting and compelling AI vertical applications, and the X.ai that you mentioned is certainly one of them, and certainly at the forefront of that trend is a rare opportunity to become a category-defining company…”