Keynote: Vertical(ai) is the new horizontal
summary
Argument claims vertical AI wins by owning an end‑to‑end stack and an information flywheel, not by being a generic platform; examples include Blue River’s computer vision + ML + robotics farm system sold to John Deere for ~$300M and self‑driving firms Waymo/Tesla. Minden.ai builds the yuu rewards club with homegrown models powering promotion hyperpersonalization, collects proprietary transaction feedback and serves >1 million consumers monthly, demonstrating the full stack product + proprietary insights + AI delivers core value pattern.
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chapters (11)
- 0:00Intro
- 1:34Mindanai
- 1:58What is a vertical AI startup
- 2:30Bradford Cross definition
- 3:11Full stack product
- 5:23De defensible
- 7:34Deliver core value
- 12:15Engineering Effectiveness
- 12:44Big Bang
- 13:24virtuous AI cycle
- 14:16Key takeaways
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