“We used to be probably 80% horizontal SaaS … then we flipped to 80% vertical AI because you can build data density in lots of use cases.”

This Week in Startups · What VCs Really Think About Personal AI Agents | E2347

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What was described

Shifted portfolio focus from 80% horizontal SaaS to 80% vertical AI to exploit proprietary data density

80% horizontal SaaS → 80% vertical AI

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