In the field of artificial intelligence, much of today's attention focuses on language models, chips, and infrastructure. However, more and more effective investment papers are appearing. The true value of AI is in the application,especially Vertical AI Software.
During the AI Week event, International Fund Langoustia Capital We explained how the market is changing from infrastructure to products. It's not just about the power of AI, but also about where and how it is applied.
From hardware to software: 90's lessons
In the 1980s and 1990s, the tech boom was dominated by hardware companies. HP, IBM, and Ciscogenerated servers, mainframes and networks from the early digital age. However, over time, these infrastructures became interchangeable, reducing margins and reducing competitive advantages.
A real winner? Software Platform:
- Googlerevolutionised information search and monetization.
- Microsoftwe have created a scalable operating ecosystem.
- Amazoninnovated in e-commerce and cloud computing.
The pattern is repeated in AI today. Today, the hype is about Nvidia, Openai and humanity, but like yesterday's hardware, these elements are also destined to become merchandise.
What is Vertical AI Software?
Vertical AI Software Designed artificial intelligence application Solve specific issues in well-defined sectors. Unlike Generalist Solutions, these software are created to integrate into daily workflows for professionals, businesses and industries.
Examples of vertical AI already on the market:
- Harveyfor automated legal consulting.
- TaxgptAI Copilot for tax advisors and accountants;
- toastsoftware for the restaurant industry that integrates POS and operational management.
- ServiceTitana management platform for craftsmen and engineers.
- Cyber Granta startup founded by Italians for cybersecurity.
These solutions are combined Sector expertise and intelligent automationproviding efficiency, savings and scalability.
Why Vertical AI Software is the New Frontier of Innovation
Langoustia Capital claims that the next giant in AI is not just the one who builds the model, but also the one who knows how. Apply AI with targets in a scalable way.
Several reasons why this paper has gained strength:
- The application is defensible:Requires domain knowledge and relationships with actual clients.
- Vertical Solution Scalingthanks to standardization of flow.
- The ritorno sugli inves timement è Altissimo:Toast generated 160x returns for early investors.
At these facilities, Vertical Software + AI It will be the most promising combination for funds, startups and businesses looking for real growth.
Langoustia Capital: Investing in AI Applications
Langoustia Capital is a fund specialized in Artificial Intelligence Application Layerthat is, in terms of developing and supporting AI-equipped software solutions.
Based on San Francisco, Miami, New York, MilanThe fund is supported by Del Vecchio Family (Luxottica) and aims to connect the best of Europe and US startups.
In just a year, it is:
- investment 11 Vertical AI Startup;
- Achieved a larger IRR +150%;
- We have built a global network of venture partners and co-investments.
Purpose: Discovering and growing new “meta” and “Amazon” in the AI world, not infrastructure In intelligent applications that convert real sectors.
Conclusion: From generalist AI to specialized software
The AI market is busy, but people who can build it Concrete, integrated, measurable vertical products Appears as a true winner.
Langoustia Capital is focused precisely: About artificial intelligence that solves specific problems, creates real value and provides sustainable returns.
The future lies not in the lab, but in the real world. And it goes through the software.
