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Join BetaData-backed commentary on market gaps, unsolved problems, and builder opportunities.
Jason Lemkin at SaaStr built an AI VP of Finance that collapsed multiple agents into one. It's impressive. But our data shows most companies are still stuck on step one: getting their tools to talk to each other. That gap is where the real market opportunity lives.
Richard de Silva's piece on Crunchbase makes a convincing case for vertical AI-native software. But by focusing on white-collar services, he misses a massive market already loaded with severe, unsolved problems that small teams can tackle today.
Tiffany Luck argues vertical AI startups can build moats in the last mile. PainSignal data confirms the last mile is painful, but also reveals SMB neglect, trust issues, and horizontal models encroaching faster than VCs realize.