Episode #75: Domain Expertise in Vertical AI, The Changing Math of Seed Investing, A Generation of Cheaters

Episode #75: Domain Expertise in Vertical AI, The Changing Math of Seed Investing, A Generation of Cheaters

April 16, 2026 · 19 min · Episode 75

About this episode

The episode discusses the importance of domain expertise in Vertical AI, seed investing valuation inflation, and the implications of academic cheating among the new generation entering the workforce.

This week we are diving into whether domain expertise is becoming more important in Vertical AI, not less, breaking down new data from The Euclid Ventures team that challenges the narrative that youth and technical ability are all you need to build a winning company. We then get into Micah Rosenbloom's breakdown of seed valuation inflation and what it means for early stage return math in today's market. We close on Kyla Scanlon's piece on AI and academic cheating, and what it really signals about the generation of workers and founders entering the workforce.

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