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Hosted by Luke Sophinos · 🇺🇸 US · EN · 36 episodes
Established thought leaders with verified media credentials.
A VC and a Founder intellectually spar on Vertical Tech & AI: covering the latest news, unpacking in-depth business strategies, and interviewing world-class leaders in the space, every Thursday.
Luke Sophinos hosts Verticals: A Weekly Biz Show, a business show with 36 episodes published.
For the last two years, AI has been a race to build the best model.But what happens when the models become cheap, open source, and nearly interchangeable?That's the question reshaping the entire AI industry.In this episo
Compliance isn't usually where great software companies start. It's often dismissed as a feature. A checkbox. Something incumbents can easily add later. But in the AI era, that assumption is starting to break. In this ep
Every AI startup wants to disrupt the incumbents. But what if the companies with the biggest advantage are the ones that already own the data? In this episode of Verticals, Luke and Nic sit down with Adam Harris, Co-Foun
For years, software companies followed the same blueprint: Raise venture capital. Hire aggressively. Sell SaaS subscriptions. Scale headcount alongside revenue. But AI is rewriting those rules. In this episode of Vertica
When ChatGPT launched, investors had a simple answer for most AI startups: "It's just a GPT wrapper." But what if the biggest winners weren't the model companies? What if the real opportunity was building products that d
Most founders think investors are looking for the perfect idea. They're not. At the earliest stages, investors are really trying to answer a much harder question: Is this founder capable of building something extraordina
For years, venture capital forced founders into boxes. You were either a consumer company or an enterprise company. But some of the biggest companies in the world never followed those rules. Today, the line between consu
The biggest problem in AI isn't building the product.It's staying relevant six months later.Models improve every month. New competitors appear every week. And switching costs are lower than most founders want to admit.So
Everyone thinks AI will change software through chat. But the biggest shift might actually happen through voice. Because when humans stop typing and start talking to AI naturally, the amount of context, emotion, and real
Everyone wants to build an AI company right now.But most founders are asking the wrong question.The real challenge isn’t building AI.It’s building something defensible once everyone else has access to the same models.In
In high-stakes industries, 99% accurate is the same as wrong. That last 1% is the entire business. In renewable energy, a single mistake can delay projects by months… or kill them entirely. That’s exactly what Jacob Sand
If AI can do the work… why are we still valuing software like it only sells tools?And if the real opportunity isn’t software (but labor) are we about to underestimate the biggest companies of this cycle?In this episode o
Everyone says SaaS is dead. Public software stocks are down. Multiples are collapsing. And AI is coming for everything. But what if that’s not the full story? In this episode of Verticals, Nic sits down with Morgan Liver
When’s the last time you thought about laundromats? Probably never. But behind the scenes, this “boring” industry is quietly making BILLIONS of dollars every year... still running on coins, legacy systems, and almost no
What does it actually take to beat a billion-dollar incumbent? Not just compete with them, but WIN. Most industries today are still dominated by legacy software: Expensive. Slow to innovate. And often deeply hated by the
This business started with a simple frustration. Waiting an hour… just to play tennis. No booking system. No software. Just pen and paper in 2016. Most people would complain and move on, but Andres Robelo decided to buil
Everyone says AI will replace doctors, automate care, and transform healthcare. But what if the biggest opportunity isn’t in care at all... but in fixing how healthcare actually gets paid? The claims. The denials. The en
Everyone says AI agents are the future. But what if most of them… don’t actually work? Not because the tech is bad, but because the way they’re being sold is completely wrong. In this episode of Verticals, Nic sits down
Everyone says AI will replace humans. But what if the biggest unlock isn’t replacing people at all… it’s removing the invisible work they’re buried under? The spreadsheets. The back-and-forth emails. The manual processes
In this episode of Verticals, Luke and Nic sit down with Dave Pandullo and Scott Hoch, General Partners at Frontier Growth and founders of AQL Growth, to unpack where defensibility, and returns, are really coming from in
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Verticals: A Weekly Biz Show is hosted by Luke Sophinos. The show is categorised under business and has published 36 episodes.
Verticals: A Weekly Biz Show has published 36 episodes.
Verticals: A Weekly Biz Show regularly covers business. It sits in the business category.
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Episodes of Verticals: A Weekly Biz Show average 54 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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