Vertical AI in 2026: Market Map, Investment Thesis, and What to Build

A founder-and-investor guide to vertical AI in 2026: where durable value is forming, which markets are crowded, and what still looks investable.
">

A founder-and-investor guide to vertical AI in 2026: where durable value is forming, which markets are crowded, and what still looks investable.

It’s #Firgun time! The original version of this newsletter was published on Linkedin. Subscribe now to join 7,400 subscribers and get the next edition directly in your inbox. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal…

It’s #Firgun time! The original version of this newsletter was published on Linkedin. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in Israeli culture (originally Yiddish), which describes genuine, unselfish delight…

It's a market of either mega-deals mainly in Cyber, or sprint-to-exit model in AI

“Resolutions require only words. Results take action. “ Tony Robbins It is December 2025. As we look toward 2026, the temptation for every founder is to draft a list of New Year’s resolutions. You know the type: “Grow revenue,” “Hire…

It’s #Firgun time! The original version of this newsletter was published on LinkedIn. Subscribe to get the next edition in your inbox. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in…

If 2023 and 2024 were defined by correction and caution, 2025 is shaping up to be the year of concentration. 50% of all the venture capital raised in 2025 went to 1% of the companies… and as you may have…

It’s #Firgun time! The original version of the newsletter was published on Linkedin. Subscribe to get the next edition in your inbox. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in…

You are ready for pre-seed the day you decide to move faster than everyone else.

How to boost user adoption and engagement by shortening the time to WOW
Weekly Firgun Newsletter
Join founders and investors reading the weekly Firgun newsletter by Eze Vidra.