vertical software
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 3, 2024 by Alex Kolicich · across every show →
Everything said about vertical software, oldest first
Mar 3, 2024 negative
Kolicich: LLMs won't collapse vertical software pricing to zero
“And just the process of defining that software system such that an LLM can generate it would cost you hundreds of thousands of dollars. And so even if it were free to generate a new software system, you would probably still use one of the incumbents as long as…”
Sep 20, 2024 positive
Alter: Vertical AI moats come from workflow integrations and sector specificity
“What I see as the big opportunity with vertical software is you have these spaces like legal tech or construction, manufacturing, software for hardware, healthcare that are very specific and you can create this sort of defensibility through leveraging that spe…”
Oct 16, 2024 bullish
Deep vertical software will survive displacement by AI large language models
“If you get within these like deep vertical workflows and very industry specific software will persist and ultimately it's hard to compete with if you're just trying to use large language models or code generators to try and compete. Like I think, I still think…”