AI & Enterprise
Foundation model verticalisation accelerates, raising pressure on vertical AI
Anthropic has unveiled a string of features in recent weeks spanning coding, collaboration, spreadsheets and legal review, prompting claims that AI is shaking the SaaS industry. Some analysts say the moves also pressure the vertical AI ecosystem as foundation model developers deepen domain expertise. Better Tomorrow Ventures partner Nihar Bobba warns vertical AI with a short “last mile” is at higher risk, while areas with longer last-mile responsibilities and regulation can be more defensible.