Vertical AI Is Eating Horizontal SaaS
Generic CRMs, ERPs, and advisory tools are losing ground to systems built for one industry and one problem. Here is why the next decade belongs to vertical AI — and what the data actually says.
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On AI, software, building products, and the businesses we are building at Silver Owl.
Generic CRMs, ERPs, and advisory tools are losing ground to systems built for one industry and one problem. Here is why the next decade belongs to vertical AI — and what the data actually says.
May 5, 2026
·6 min read
There are approximately 28,000 commercial poultry operations in the US. Most of them have no real-time environmental monitoring. A ventilation failure can kill thousands of birds before morning walkthrough.
Apr 28, 2026
·5 min read
HubSpot has 216,000 customers and $1,600/month pricing for 10 seats. It is an excellent product for the companies it was designed for. Service businesses are not those companies.
Apr 22, 2026
·5 min read
QuickBooks has 7 million subscribers. NetSuite has 40,000 customers and $25,000+ implementation costs. The companies that have outgrown one and cannot justify the other have nowhere to go.
Apr 15, 2026
·5 min read
Hou, Xue, and Zhang attempted to replicate 452 published trading anomalies. 65 percent failed out-of-sample. Here is what that means for any AI-augmented trading system.
Apr 10, 2026
·5 min read
No federal statute directly addresses AI advisory liability. But state bar enforcement, SEC guidance, and the FDA are all moving. Here is what EAS is built around — and why it matters.