Greg Isenberg

And because of this, I think that the outcomes in vertical AI are on average going to be bigger than they are in vertical SaaS.

So unlike SaaS, which captures IT budget, vertical AI replaces headcount.

And that's just a 10x bigger total addressable market.

So yeah, if that's not keeping you up at night and all the opportunities here.

I do not know what is.

So what are some boring goldmine verticals?

You want to look at stuff that just runs on phone calls and faxes and boring stuff.

These are all big categories like insurance, but insurance still uses 30-year actuary tables, legal, logistics, elder care, government accounting, construction.

You're going to want to pick stuff in these niches, but

sub-niched, very, very sub-niched down.

And if I were you, I'd try to pick something that doesn't have a lot of red tape.

Obviously, selling to government is really hard.

So things like that are probably less interesting.

But the more boring, the better.

And the more niche, the better to start.

So SaaS is really...

in terms of how we've been pricing.

So it used to be that you would do per seat licensing, $50 a user a month or whatever.

All these big SaaS companies did this and that's why you're seeing a huge correction in the stock market with, well, two reasons why you're seeing a huge correction in the stock market with SaaS companies.

I mean, some of these stocks are down like 50, 60%.