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vertical AI

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 11, 2025 by Sharad Sanghi · across every show →

Everything said about vertical AI, oldest first

Apr 11, 2025 bullish
Prediction Not checkable as stated
Sanghi: Domain-specific vertical AI agents will outperform general AI applications
“I think you'll see more and more people focusing on a particular domain and building more and more agents for that domain, and that, that is something that I think will do well in the next few years.”
Sharad Sanghi Apr 11, 2025 ▶ 32:48 Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
Nov 18, 2025 bullish
Prediction Open · timeframe Nov 2040
Dash: Vertical AI will create $10B ARR companies in 10-15 years
“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”
Somesh Dash Nov 18, 2025 ▶ 43:05 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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