Basket of companies building vertical AI applications and small language models for specific industry use cases.
1 take · first discussed Aug 22, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts, only Sacks has weighed in on the basket of vertical AI applications and specialized/small language models, expressing a bullish view at medium conviction. He argues that these vertical and specialized models represent the true value-capture layer in AI, addressing the "last mile" problem that general-purpose LLMs struggle to solve. Sacks sees the proliferation of such applications as a net positive for the broader AI ecosystem, with value being distributed across many distinct vertical markets. No other hosts have offered a view, so no cross-host agreement or disagreement can be established at this time.
Sacks is bullish on vertical AI applications and specialized/small language models as the real value-capture layer in AI, arguing they solve the 'last mile' problem that general LLMs fail at.
I think this is a great thing ultimately for the ecosystem because it implies that you're going to get lots of vertical applications and lots of specialized models that capture value in lots of different markets.”35:35