Capital Efficient

The Demand Side of Vertical AI

Capital Efficient #12

Apr 21 • Patrick McGovern

12

2

2

February 2026

Five Approaches to Vertical AI

Capital Efficient #11

Feb 23 • Patrick McGovern

9

1

January 2026

Vertical AI (Platform -> Competitor), Voice AI & Dario Speaks

Capital Efficient #10

Jan 27 • Patrick McGovern

4

1

AI-Native Big Law, Claude Code Weekend & Fast Takeoffs

Capital Efficient #9

Jan 5 • Patrick McGovern

6

1

1

December 2025

Deflation & Defensibility

Capital Efficient #8

Dec 22, 2025 • Patrick McGovern

3

Enterprise (Open)AI, Homebrew Software & Vertical Implications

Capital Efficient #7

Dec 10, 2025 • Patrick McGovern

3

November 2025

AI Services, Beacon's Bet & What I'm Reading

Capital Efficient #6

Nov 25, 2025 • Patrick McGovern

1

October 2025

Browser Agents, OpenAI & Wildfires

Capital Efficient #5

Oct 31, 2025 • Patrick McGovern

4

1

Agentic Scaffolding, IDEs & Demand Gen

Capital Efficient #4

Oct 22, 2025 • Patrick McGovern

3

Custom Automation Platforms, Vertical AI Exits & What I'm Reading

Capital Efficient #3

Oct 8, 2025 • Patrick McGovern

5

2

August 2025

Business Models vs. Verticals, News From The Front & Required Reading

Capital Efficient #2

Aug 8, 2025 • Patrick McGovern

3

July 2025

Our inaugural weekly round-up.

Capital Efficient #1

Jul 30, 2025 • Patrick McGovern

3