Investment Focus & Market Trends - Venture Capital firms are analyzing the potential overhype in AI verticals [1] - The discussion includes the "Covid mistake" in AI investing, suggesting lessons learned from previous market behaviors [1] - The report highlights the increasing costs associated with competing in the AI sector [1] - The analysis covers whether AI markets will experience a boom or deflation, indicating uncertainty in the sector's future [1] Company & Valuation - Revolut's $75 billion valuation is discussed, providing insight into high-value startups [1] - OpenAI's billion-dollar cloud play is examined, showcasing the company's expansion into cloud services [1] SaaS & AI - The report addresses the truth about vertical SaaS, offering insights into this specific business model [1] - AI's impact on the legal industry is explored, demonstrating AI's transformative effects across sectors [1]
Why Vertical SaaS is a Bad Investment Today
20VC with Harry Stebbings·2025-10-23 13:58