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Horizontal vs. Vertical AI Agents: 12 Founders & VCs Debate the Question

George Bandarian · 2.2K views · 2025-02-13 · 10:52

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Twelve leading AI VCs and founders debate one of the most consequential decisions in agentic AI: build horizontal or go vertical first? Compiled from the first five episodes of the Agentic Podcast, this is the most concentrated set of perspectives on this question from people actively deploying capital and building companies in the space. - VCs find it very hard to invest in niche point solutions at pre-seed because they struggle to reach venture scale — but going fully horizontal from day one is equally risky without the resources of an OpenAI or Cognition Labs, making the early vertical beachhead the most defensible starting position for most founders

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Video by George Bandarian, played through YouTube.

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