Good framework for founder entry points into Vertical AI.
But the larger opportunity may sit one layer below startups: existing under-optimised service assets.
When AI lifts utilisation, routing, conversion and retention, value accrues not just to new software companies—but to the owners of clinics, brokers, logistics fleets, staffing platforms and fragmented operators.
That’s where AI stops being software…and starts being a re-rating engine.
Good framework for founder entry points into Vertical AI.
But the larger opportunity may sit one layer below startups: existing under-optimised service assets.
When AI lifts utilisation, routing, conversion and retention, value accrues not just to new software companies—but to the owners of clinics, brokers, logistics fleets, staffing platforms and fragmented operators.
That’s where AI stops being software…and starts being a re-rating engine.