Who Wins the AI App Layer?
State of Vertical AI: our opening talk from The Verticalist Summit 2026
On September 23, we hosted the second annual Verticalist Summit in San Francisco, a half-day, invite-only gathering of founders, operators, and investors building Vertical AI. Over the next few weeks, we'll publish every session, along with a post on each session's key learnings and takeaways.
Today, Nov 3: The State of Vertical AI. Nic Poulos on where AI value will accrue. Three standout moments from the video presentation below:
0:35 — Harvey’s $15.5B round and Astra for Law, a week apart
To read the full piece, head over to The Verticalist on Substack.