Vertical

“Vertical as a founder is five times easier to go do than horizontal.”

“We are a firm believer, nonetheless, that a core part of being successful as a startup is, yes, you have a wide TAM, but you execute specific to a vertical, specific to a workflow.”

“There's Joby there's Archer that are US-based, there's Vertical which is UK-based. I think those are your top three, and the way I see it is it's very synonymous to take COVID vaccines, right? You have your Moderna Pfizer, J&J, maybe a little bit of Novavax, b…”

“People are just buying their share of time, and the more interesting plays from this point forward might be the verticals that sit atop.”

“If I was advising you and you're thinking of building out a vertical I would pick where you think the biggest bang for your dollars. And I'd try, I wouldn't go do three.”