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Vertical Products

topic on 2 shows · 2 statements across 2 episodes

the MAD Podcast 20VC

2 statements about Vertical Products, every show

20VC Insight
Rajaram: Vertical software requires full-stack ownership to surpass $10B valuation
“I think vertical products, you've got to really own full stack. I think it's harder otherwise to be a 10 plus billion dollar company.”
Gokul Rajaram Mar 16, 2026 ▶ 25:19 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
MAD Assertion Not checkable as stated
Vertical AI application products generate gross margins around 30%
“There are cases where these kind of vertical products are making margin, gross margins of like 30%, and sometimes they get worse with scale.”
Nathan Benaich Oct 30, 2025 ▶ 11:54 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue

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