Sebastian Zureich

speaker

247 appearances 1 recordings 1 series first heard Feb 2026 last heard 11 Feb

Sebastian Zureich’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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Orbit - An Hg software leadership podcast · A certain level of chaos is healthy: Franz Faerber on fighting bureaucracy and the importance of deep domain knowledge in AI · 11 Feb 2026 podcast

What do you what role will verticalization play?

Because from my perspective, that would be one element that creates this real-life viscosity and last mile complexity, right?

Because the vertical knowledge that is somehow

um encrypted and built into software must be a differentiator also in the future, would at least be my take.

What do you think?

nobody will buy that anymore.

I I my belief would even be that in accounting, for example, there are vertical elements that you can again coming back to the customer value and the excellence of the product, where you can go deep even in a rather horizontal category of software.

Actually on your aspect of verticalization, um so I hope you're right.

We're investing in a lot of vertical software and we actually do it because we're deep believers in well, we have a similar expectation as you have.

What is interesting at the moment, if you look at um public market and software evaluations and public markets, it's actually the vertical software that at the moment is punished.

So it's the AI generalist, sort of the AI heroes maybe in um like

the the big ones.

But then also the ones that rather have horizontal access to AI, also more end customers.

They get the value at the moment.

Vertical B2P software applications at the moment don't really see that value, at least in terms of their stock market performance.

So we'll see where that takes us.

Ma one aspect maybe why this valuation or why we see this impact on valuations and the comparatively lower performance of vertical software is maybe a certain angst that the

LLMs, the the the big AI giants.

They on the one hand might take over the go to market because in the end now we see it with OpenNI having their own shop.

So m maybe they basically sell Everest in the future as an app, yeah.

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