VC Rushes to Specialized Vertical Models as Data Becomes the New Frontier
joecole · x · 2026-08-23
A massive amount of VC is being poured into specialized models targeting vertical industries, aiming to become the next sector-specific Anthropic.
Institutions like neobanks, Visa/MasterCard, and insurers hold proprietary data (accounting, transaction, patient records). This dynamic is expected to make data more expensive while compute costs decrease in parallel.
The post concludes that data is the next frontier of competition.
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