VERTICAL SOFTWARE ALREADY WON THE CONTEXT GRAPH

Summary from the TLDR Founders newsletter

Vertical software companies have been building context graphs, crucial for autonomous agents, by capturing specific business decisions for over a decade. Unlike horizontal platforms with broad, flexible data models, vertical software uses industry-specific ontologies to record reasoning and integrate functions, making decision traces more reconstructible. As AI and embedded services grow, vertical platforms hold a strategic advantage over horizontal SaaS and agent-first startups, with their deeply established context graphs.