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The Verticalist

Substack
insights.euclid.vc· weekly· Published 6 days ago

A weekly newsletter from the Euclid VC investment team analysing Vertical AI, pairing data-driven essays on defensibility, voice AI and go-to-market with interviews of founders. It helps readers judge where durable moats and practical opportunities lie in industry-specific AI companies.

vertical aiai moatsnetwork effectsvoice aiai sdrgo-to-marketvertical saasstartup defensibilitytelephonyventure capital analysis
Platform
Substack
Frequency
Weekly
Latest issue
Oct 20, 2026
Language
English
Written for
Founders, investors and operators building or funding vertical AI companies
Tone
analytical
Tracked since
Oct 26, 2026

Website: https://insights.euclid.vc