vertical

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 23, 2025 by David Brehm · across every show →

Everything said about vertical, oldest first

Jun 23, 2025 bullish

Prediction Not checkable as stated

Brehm: The eVTOL market will consolidate around Joby, Archer, and Vertical

“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…”

David Brehm Jun 23, 2025 ▶ 11:12 Venture Investing in Mobility + Tech with University of Michigan’s Early-Stage Zell Lurie Commercialization Fund

Aug 8, 2025 positive

Insight

Chandra: Successful startups pair wide TAM with vertical-specific execution

“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.”

Ryan Chandra Aug 8, 2025 ▶ 5:38 Accelerating AI & Enterprise Innovation: Accenture Ventures’ Strategic Investments

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vertical

Everything said about vertical, oldest first

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