Launch essay
Why the next decade of AI will be vertical.
Shlomo Mirvis · 12 min read · Q3 2026 · Launch piece
Foundation models are commodities now. The lasting companies of this decade, the next Workday, the next Salesforce, the next Bloomberg, will be built by founders who go deep into a single industry and earn proprietary data, deep integration, and category authority. This essay is about why that shift is structural, and what we're looking for in the founders who see it first.