AI · 1d ago
Vertical AI Platforms Poised to Replace Horizontal SaaS
The next software wave will be AI-native, industry-specific platforms, not generic SaaS. Vertical AI companies with deep domain expertise, proprietary data, and strong customer relationships will build durable moats. This shift could reshape the $500B software market, favoring specialists over horizontal players.
Meridian48 take
The thesis is compelling but unproven; vertical AI's success depends on execution and whether incumbents can adapt their data advantages.
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