473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)

Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance. In this episode we cover:

• Historical Reasons for Horizontal SaaS Success
• Shift Towards Vertical SaaS Solutions
• Unfair Advantages of Vertical AI Solutions
• Lessons for Modern Founders
• Expansion Strategies for Vertical Startups
• Talent Dilution and Competitive Moats
• VC Diligence and Founder Evaluation
• Regulatory Risk and Investment Decisions
• Motivation and Future of Venture Capital

Guest Links:

• Twitter/X (guest) 
• Guest’s LinkedIn
• Company’s LinkedIn
• Company’s Website

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