Do you realistically believe that there will be 25+ public Vertical AI companies this time around? (There are around 10 public Vertical SaaS companies today).
I don't see why these markets won't be competed away or have shitty margins, except for ~10 large ones like the time before.
I would be curious to hear your take on this as these are the key questions all seed investors are grappling with in this era.
Do you realistically believe that there will be 25+ public Vertical AI companies this time around? (There are around 10 public Vertical SaaS companies today).
I don't see why these markets won't be competed away or have shitty margins, except for ~10 large ones like the time before.
I would be curious to hear your take on this as these are the key questions all seed investors are grappling with in this era.