
A VC and a Founder intellectually spar on Vertical Tech & AI: covering the latest news, unpacking in-depth business strategies, and interviewing world-class leaders in the space, every Thursday.
| Publishes | Weekly | Episodes | 51 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

What happens to your AI startup when OpenAI or Anthropic can suddenly do everything your product does?
For Keith Rabois, that's one of the most important questions founders should be asking.
Keith is a managing director at Khosla Ventures and one o... more
What if the next billion-dollar AI company is hiding in a market most VCs think is too small?
For decades, software investors have evaluated startups based on how much customers are willing to spend on technology. But AI is changing that equation.
more
What happens to your software company when a competitor can rebuild your entire product over a weekend?
For vertical SaaS founders, that question is becoming increasingly difficult to ignore.
In this episode of Verticals, Luke sits down with Coyne ... more
Voice AI is getting dramatically better.
But simply adding an AI receptionist to your product isn't going to create a moat.
In this episode of Verticals, Luke and Nic sit down with Mike Sharp, founder and CEO of DialStack, to unpack what the next w... more
Most SaaS founders think scaling sales means hiring more salespeople.
Kevin Wilson thinks that's exactly how you get into trouble.
Kevin is the CRO of Skimmer, the software platform used by thousands of pool service companies across the US. Before ... more
Everyone was predicting a SaaSpocalypse.
Now the data is coming in... and SaaS isn't dead.
Public software has rebounded, vertical software has held up relatively well, infrastructure is surging, and consumption-based businesses are benefiting dire... more
What if the next great software companies don't look like Salesforce… or even ChatGPT?
Dominic Dinardo has spent more than 25 years watching the software industry reinvent itself. He joined Salesforce in 2002, before “cloud computing” was even the t... more
What happens to marketplaces when buyers and sellers don't need to be human anymore?
AI agents are getting increasingly capable of searching, negotiating, purchasing and eventually transacting with other agents. And according to Mike Duboe, General ... more
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Vertical-focused business and AI conversations feature a seasoned VC and a practical founder sparring over where vertical software and AI-enabled platforms are headed. Episodes frequently unpack go-to-market strategies, data moats, distribution, and the evolving economics of vertical SaaS, with hands-on discussions about embedded finance, AI-native services, marketplace dynamics, and industry-specific use cases (healthcare, hospitality, CPG, MSPs, and home services). The format tends to blend strategic framing with concrete, real-world examples, guest-spotlight stories, and practical takeaways for operators, investors, and builders aiming to compete in AI-enabled verticals. A notable strength is the emphasis on actionable frameworks (e.g., ... more
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Verticals: A Weekly Biz Show launched a year ago and published 51 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Verticals: A Weekly Biz Show include:
1. Keith Rabois
2. Joel Moreau
3. Coyne Lloyd
4. Mike Sharp
5. Kevin Wilson
6. Dom Dinardo
7. Mike Duboe
8. Quinn Litherland
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