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The Vertical AI Playbook

By Kyle Harrison, Etienne Segal

The enterprise AI initiative winners won’t simply build copilots; they’ll redesign workflows, rethink structures, and in some cases, take ownership of the service layer where value is created.

Vertical Market SaaS

Chips for America: Building an American TSMC

By Maxx Yung, Kyle Harrison

To preserve American technological dominance, the US must rebuild its semiconductor manufacturing capabilities. Easier said than done. Our only hope may be saving Intel.

Economics of the AI Build-Out

By Claire Burch

AI is now the US economy’s single largest driver of growth, but it is built on economics that are fundamentally unstable as of 2025.

Data Infrastructure

The Vertical AI Playbook

By Kyle Harrison, Etienne Segal

The enterprise AI initiative winners won’t simply build copilots; they’ll redesign workflows, rethink structures, and in some cases, take ownership of the service layer where value is created.

Vertical Market SaaS

LMArena

By Maureen Zhang

Mach Industries

By Mritika Senthil

PostHog

By Christian Okokhere

Qonto

By Michael Fu

Impulse Space

By Soham Bafana

AI21 Labs

By Sunshine Chen

Browserbase

By Harsehaj Dhami

Cloud Computing

Island

By Sawsan Haider

Astronomer

By Sophia Chen

Data Infrastructure

Goodfire

By Aditya Mehta

Rad AI

By Snehanjali Jayanthi

Tilt

By Kevin Nguyen

o9 Solutions

By Sriram Chundi

Mercury

By Michael Tan, Etienne Segal

OYO

By Sriram Chundi

Customer Service

Antora Energy

By Cory Anderson

Stripe

By Rohan Gupta, Etienne Segal

Astranis

By Kiran Sheth, Claire Burch

Peregrine

By Sachin Maini, Daivik Siddhi

Vertical Market SaaS

Redpanda

By Ollie Martin

Data Infrastructure

LMArena

By Maureen Zhang

Mach Industries

By Mritika Senthil

PostHog

By Christian Okokhere

Qonto

By Michael Fu

AI / ML

13 Deep Dives · 92 Companies

Deep dive

The Vertical AI Playbook

Vertical Market SaaS

Deep dive

Economics of the AI Build-Out

Data Infrastructure

Deep dive

The State of AI Assistants

Deep dive

Debating The Open Internet: Cloudflare vs. Perplexity

Deep dive

AI Progress: The Battlefield of Cold War 2.0

Deep dive

An Internet Built for AI

Creator Economy

Data Infrastructure

Deep dive

Cautious Optimism For AI In Education

Deep dive

The Trillion-Dollar Battle To Build a Robotaxi Empire

Autonomous Driving

Deep dive

The Long Tail of AI

Deep dive

Building an AI-Native Company

Data Infrastructure

Deep dive

The Openness of AI

Deep dive

The New Frontier in Finance

Finance Software

Deep dive

From Notetaking to Neuralink

LMArena

AI21 Labs

Goodfire

Browserbase

Cloud Computing

Rad AI

Anduril Industries

Filevine

Vertical Market SaaS

Windsurf

Bubble

Consumer Social

Harvey

Vertical Market SaaS

Workato

Data Infrastructure

Anysphere

Cloud Computing

Shield AI

Applied Intuition

Autonomous Driving

AMP Robotics

Clay

Sales & Marketing

Inworld AI

ThoughtSpot

Osmo

Krea

OpenAI

Jasper

Sales & Marketing

Overland AI

Anthropic

Perplexity

Mistral AI

Sesame AI

Magical

Midjourney

Synthesia

Poolside

Writer

Bolt

Scale AI

OneTrust

Lovable

Figure

Lumafield

Skild AI

Formation Bio

Cognition

Helsing

HeyGen

Consumer Social

Modal

Vise

Bowery Farming

Agriculture Tech

Character.AI

Consumer Social

Abridge

Moveworks

Crusoe

Decagon

Customer Service

Sword Health

Captions

Consumer Social

Checkr

Copy.ai

Epirus

xAI

Glean

Hippocratic AI

Runway

Foundry

Cloud Computing

Optimizely

Sales & Marketing

ElevenLabs

LangChain

Tecton

Together AI

Cloud Computing

Otter

Vannevar Labs

Hebbia

AlphaSense

Neuralink

Pinecone

Weaviate

Data Infrastructure

Socure

Hugging Face

Cohere

Nomic

Mem.ai

Instabase

AssemblyAI

Data Infrastructure

Ada

Customer Service

Abnormal Security

Grammarly

Weights & Biases

DataRobot

DeepL

Hive

DoNotPay

Descript

Fivetran

Data Infrastructure

Snorkel AI

Dialpad

Fintech

4 Deep Dives · 66 Companies

Deep dive

The State of BNPL

Deep dive

The Great Bank Unbundling

Deep dive

Living Landscape: Fintech Infrastructure

Deep dive

The Crypto Creed

Qonto

Tilt

Stripe

Ramp

Finance Software

Razorpay

Revolut

Monzo

Chime

Klarna

Trade Republic

Aven

N26

Imprint

Alloy

Mercury

Titan

Found

eToro

Vise

EarnIn

Airwallex

Cedar

Metronome

Built

Nova Credit

Blockchain.com

Melio

TruckSmarter

Equitybee

Ripple

CoinTracker

Plastiq

Pulley

Wealthfront

Wrapbook

Moov

Lithic

Sardine

Plaid

Finix

Vertical Market SaaS

Lead Bank

Unit

Column

Modern Treasury

Treasury Prime

Brex

Finance Software

Navan

MoonPay

Kraken

Long-Term Stock Exchange

Addepar

PhonePe

Groww

Kalshi

Rapyd

DailyPay

GoCardless

Public

Greenlight

Checkout.com

Neo Financial

Flutterwave

Papaya Global

Goldfinch

Deel

Divvy Homes

Cybersecurity

4 Deep Dives · 32 Companies

Deep dive

Identity Crisis: The Biggest Prize in Security

Deep dive

Taking The Fight To The Cloud

Cloud Computing

Deep dive

The Era of Endpoints

Deep dive

Unlocking the Cybersecurity Landscape

Island

Tines

Tanium

Cato Networks

OneTrust

Orca Security

Cloud Computing

Stytch

Persona

Data Infrastructure

Automattic

Creator Economy

Secureframe

Cloud Computing

Lacework

Cloud Computing

Cyera

Data Infrastructure

Chainguard

Axonius

Vertical Market SaaS

Cribl

Data Infrastructure

Semgrep

Wiz

Cloud Computing

Lookout

Cloud Computing

1Password

Panther

Data Infrastructure

Socure

Illumio

Netskope

Resourcely

Cloud Computing

Snyk

Cybereason

Verkada

Abnormal Security

Fireblocks

Flock Safety

Arctic Wolf

Vanta

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