Review: BVP's Vertical AI; ~$3T Market Cap
Review Bessemer Venture Partners (BVP) four-part "Vertical AI series" predicting a possible ~$3T Vertical AI market capitalization and much more...

Timeline
Sep 3, 2024: Part I: The future of AI is vertical
$100M+ ARR entities; IPOs
10x or more market cap vs. vertical SaaS (i.e., ~$300B x 10 = ~$3T)
Oct 17, 2024: Part II: Multimodal capabilities unlock new opportunities in Vertical AI
Voice: text-to-speech; speech-to-text
Vision: analyze; augment; extract; generate
Dec 5, 2024: Part III: Business model invention in the AI era
Copilots: Partial automation (i.e., assisted by AI)
Agents: Full automation (i.e., done by AI)
Jan 28, 2025: Part IV: Ten principles for building strong vertical AI businesses
Investment Framework
Infancy stage