Vertical markets
Vertical markets were never “small.” They were just invisible to systems that couldn’t read their unstructured reality. AI changes the perceptual layer. Conversations, documents, approvals, and human judgment become machine-readable…
Vertical markets were never “small.” They were just invisible to systems that couldn’t read their unstructured reality.
AI changes the perceptual layer. Conversations, documents, approvals, and human judgment become machine-readable signals — a workflow state that can be indexed, validated, and automated.
This is the same shift blockchain created: turning implicit human coordination into explicit, programmable logic.
When intelligence becomes digitized, industries reorganize around it. TAM expands from software spend → to the entire operational energy of the domain.
Vertical AI isn’t just automation. It’s the emergence of software-defined industries — the next layer of conscious, programmable infrastructure.