Vertical AI
Anything that claims to own a workflow rather than ship a feature. Bonus points for “the system of record for X.”
ResearchPublished May 15, 2026
Generate a suspiciously fundable AI company — then watch the OpenAI M&A desk price it in real time.
01 / Pretraining
Generated company
An MCP-native agent swarm for procurement officers who keep asking what the agents are actually doing.
02 / Posttraining
Our reward model was fine-tuned on every “talent and IP license” press release of the last 18 months. It is deterministic in the same sense a Series A deck is audited.
03 / Executives
04 / Disclosures
Appendix
Anything that claims to own a workflow rather than ship a feature. Bonus points for “the system of record for X.”
The product is one prompt and three for loops. The pitch deck is forty slides and a Gartner quadrant.
A revenue-free acquisition phrased as a partnership. Founders join, the cap table quietly dissolves.
Engineers on-site at the customer. Headcount counts as both R&D and services depending on the meeting.