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From Models to Machines: The Physical AI Market Map
Our framework for understanding one of the largest technology shifts of the next decade, breaking down the market and where 250+ companies sit within it
Sep 9
•
Medha Agarwal
and
Noah Lin
14
3
June 2026
How Bigger ACVs Are Bringing Direct Sales Back To Vertical AI
Distribution in the Vertical AI Era & Some Channels That Work
Jun 9
•
Medha Agarwal
1
1
December 2025
Post-Sales GTM: Following Customers Without Following Them Everywhere
How AI-native companies drive real adoption after the contract is signed
Dec 15, 2025
•
Medha Agarwal
and
Noah Lin
7
1
November 2025
Investing in Interface: The AI Platform Making Industrial Safety A Reality
How Interface is bringing continuous, scalable, and reliable safety oversight to the world’s most complex industrial environments
Nov 24, 2025
•
Medha Agarwal
September 2025
Announcing Defy.vc’s Investment in Birches Health: Leading the Fight Against Gambling Addiction
We are thrilled to announce our investment in Birches Health as they come out of stealth with $20 million in seed and Series A funding.
Sep 16, 2025
•
Medha Agarwal
3
1
August 2025
New Value Models, New Playbooks: Tactics AI-first Companies Use to Scale
Why AI-First Products Require a New Approach to Pricing, Sales, and POCs
Aug 5, 2025
•
Medha Agarwal
and
Noah Lin
3
December 2024
How to Price Your AI-First Product
Why we’re seeing a rise in output and input based pricing models relative to SaaS
Dec 19, 2024
•
Medha Agarwal
and
Ximei Li
5
1
July 2024
AI & its Impact on Vertical SaaS: The Gates of Distribution have Flung Open
With the latest boom of AI innovation driven by large language models (LLMs), there has been a cambrian explosion of vertical SaaS companies…
Jul 16, 2024
•
Medha Agarwal
2
November 2023
A Professional Update: Moving to defy.vc as General Partner
Hi everyone, today’s post is different from past ones.
Nov 20, 2023
•
Medha Agarwal
6
5
May 2023
The Billion Dollar Question: Differentiating Good vs. Great in Vertical SaaS
Why purpose-built software will define the next wave of SaaS innovation (Part 2)
May 17, 2023
•
Medha Agarwal
and
Meera Clark
9
1
April 2023
Vertical SaaS Market Deep Dive (Video Series Part 10)
A Deep Dive into the Vertical SaaS Market
Apr 27, 2023
•
Medha Agarwal
6
1:50
What is Vertical SaaS? (Video Series Part 9)
A Deep Dive into the Vertical SaaS Market
Apr 24, 2023
•
Medha Agarwal
4
2:11
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