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Artwork for Verticals: A Weekly Biz Show

Verticals: A Weekly Biz Show

Luke Sophinos
Vertical AI
Vertical Saas
Artificial Intelligence
Vertical Software
Voice AI
Healthcare
Saas
Insurance
Levelset
Venture Capital
Bling Capital
Camber
Sense
Play By Point
Pickleball
Hanover Park
Procore
Pearl Health
ACV Auctions
Open Source AI

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.

PublishesWeeklyEpisodes51Foundeda year ago
Number of ListenersCategory
Business

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Artwork for Verticals: A Weekly Biz Show

Latest Episodes

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

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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

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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

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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

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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

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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

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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

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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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Recent Guests

Keith Rabois
Managing director at Khosla Ventures and investor in vertical AI companies.
Khosla Ventures
Episode: Most AI Startups Won't Survive (Here's How to Build One That Does) | Keith Rabois
Joel Moreau
Co-founder of Mallard Bay, a vertical SaaS and AI platform for outdoor operators
Mallard Bay
Episode: AI Is Making Small Markets Worth Billions (Here's How to Build One) | Joel Moreau
Coyne Lloyd
SnapDocs founding team member, former Fractal partner, and co-founder of vertical software businesses
SnapDocs
Episode: What Happens When AI Can Copy Your Software? | Coyne Lloyd
Mike Sharp
Founder and CEO of DialStack
DialStack
Episode: Why Voice AI Is About to Change Every Vertical | Mike Sharp
Kevin Wilson
CRO at Skimmer, vertical software leader for pool servicing
Skimmer
Episode: How to Build a Vertical SaaS Sales Machine | Kevin Wilson
Dom Dinardo
Founder, Co-Founder and CEO of Aforza
Aforza
Episode: Why Vertical AI Wins The Decade | Dom Dinardo
Mike Duboe
Marketplace philosopher, General Partner at Greylock
Greylock
Episode: How AI Is Rewriting the Marketplace Model | Mike Duboe
Quinn Litherland
Founder and CEO of Revin
Revin
Episode: The AI Startup Strategy Everyone Is Copying | Quinn Litherland
Yoni Rechtman
Partner at Slow Ventures; investor and writer focused on vertical AI and novel startup structures
Slow Ventures
Episode: The 5 AI Business Models That Could Replace SaaS | Yoni Rechtman

Hosts

Luke Sophinos
Host of Verticals: A Weekly Biz Show
Nic Poulos
Co-host of Verticals: A Weekly Biz Show
Nick
Host of Verticals: A Weekly Biz Show
Luke
Co-host/Guest host on Verticals: A Weekly Biz Show

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Talking Points

Recent interactions between the hosts and their guests.

Most AI Startups Won't Survive (Here's How to Build One That Does) | Keith Rabois
Q: Do you see any breakout AI-native services businesses, or is it all really industry GPTs?
Rabois says he evaluates companies by whether they can become durable, independent businesses by 2030, rather than focusing on rapid growth alone. He describes accounting as a promising area for both AI tools and AI-native service providers.
Most AI Startups Won't Survive (Here's How to Build One That Does) | Keith Rabois
Q: What does a good vertical application look like, and what makes one defensible?
Rabois favors products moving toward autopilot that gain value as frontier models improve. He identifies compounding data loops, inaccessible proprietary data, specialized models, and delivering a complete service as possible defenses.
AI Is Making Small Markets Worth Billions (Here's How to Build One) | Joel Moreau
Q: What are you seeing in your pricing change or your customers' willingness to pay?
Moreau says the company is exploring outcome-based and usage-based pricing as AI agents take on work such as answering calls, onboarding, reporting, and sales follow-up, which could justify spending against labor budgets rather than software budgets.
AI Is Making Small Markets Worth Billions (Here's How to Build One) | Joel Moreau
Q: What is the moat of my business as the barriers to entry from the tech perspective go down?
Moreau says an all-in-one suite is difficult to replicate, but Mallard Bay also relies on industry relationships, trusted associations, trade shows, network referrals, and additional customer benefits.
What Happens When AI Can Copy Your Software? | Coyne Lloyd
Q: Should vertical software businesses price on outcomes or is it way too early to be doing that?
Lloyd says companies should price as close as possible to demonstrable customer value. Per-transaction pricing can track that value when usage grows with customer success, as it did at SnapDocs.

Audience Metrics

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Frequently Asked Questions About Verticals: A Weekly Biz Show

What is Verticals: A Weekly Biz Show about and what kind of topics does it cover?

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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Which podcasts are similar to Verticals: A Weekly Biz Show?

These podcasts share a similar audience with Verticals: A Weekly Biz Show:

1. Long Strange Trip: CEO to CEO with Brian Halligan
2. Invest Like the Best with Patrick O'Shaughnessy
3. Uncapped | Benchmark Breakfast
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How many episodes of Verticals: A Weekly Biz Show are there?

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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What guests have appeared on Verticals: A Weekly Biz Show?

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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