SOFTWARE FINALLY GETS TO WORK: THE OPPORTUNITY IN VERTICAL AI

Summary from the TLDR Founders newsletter

Vertical software has never escaped a persistent ceiling. It competes for IT budgets rather than the far larger labor spend underneath it, and often requires new headcount to manage. Vertical AI moves the ROI calculation from software budgets to people budgets. This will open up a category of business that the SaaS model structurally can't support.