you don't need to overthink this when you look at this goldman sachs chart long enough it becomes pretty obvious how people will build the next wave of $10m-$100m+ ARR vertical ai companies ill break it down so we all know every business function produces something tangible 1. a recruiting pipeline produces candidate summaries 2. a finance team produces monthly reporting packages 3. a real estate team produces market analyses and listing packages those outputs come from repeatable processes that pull information from a handful of systems and sources. builders who win in this environment start by understanding how those outputs get created today they collect real examples, reconstruct the process step by step, then design software that gathers the inputs and assembles the finished output automatically as adoption grows, the system expands into adjacent responsibilities until the product becomes the infrastructure that function runs on most people still think in terms of software categories. CRM. ATS. ERP. project management. that framing misses what is happening the next great vertical ai companies will be built around finished work. they will own the artifact the customer actually cares about, then expand outward until they own the function so the opportunity isnt really “build an ai tool for real estate” which is what i see a lot of on twitter the opportunity is much more specific: 1. build the ai employee that creates the broker opinion of value 2. build the ai employee that prepares the insurance renewal package 3. build the ai employee that drafts the first version of the investment memo 4. build the ai employee that assembles the lender reporting package every month that is how small software companies become very large ones in this market start with one painful output, automate it well, then expand until you own the workflow basically you go from automation to ai employees if you don't remember anything from this long post, remember that it's obvious that this is where its all going you dont need to overthink it you're in the robot business now