Euclid Ventures · 29 October 2026 · Investment Thesis

Keith Rabois’ New Rules of Vertical AI

Euclid Ventures

Keith Rabois argues that Vertical AI companies should embrace improving frontier models rather than build walls against them, focusing on autopilot workflows, proprietary data loops, and owning last-mile liability—while the top-down enterprise sales window remains open.

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Topics: AI (Horizontal) · Enterprise Software

Published by Euclid Ventures · their site ↗

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