Part 3: The Perfect Storm of AI and Vertical Bar’s Approach

Three Categories of AI Companies Likely to Survive

As AI hype continues to soar, it’s natural to wonder which companies will stand the test of time. Historically, markets that experience rapid innovation often face a reckoning—only those solving essential problems with defensible assets endure. In AI, three categories appear especially robust:

1. Infrastructure
   Major tech giants dominate cloud infrastructure and specialized hardware for AI workloads. While this segment is indispensable, the window for startups to break in is narrow and requires a highly specialized or cost-effective approach.

2. Foundation Models
   Building large, versatile models demands immense capital and talent. Entrenched players have a head start, making it challenging for newcomers to catch up unless they focus on an overlooked niche or push the boundaries of current AI research.

3. Proprietary Datasets
   Companies with unique, hard-to-replicate datasets can carve out a lasting advantage. High-quality data often matters more than marginal differences in model architecture, giving these organizations a defensible moat that can support long-term growth.

Vertical Bar’s Edge: Operation Analytics to LPM

Vertical Bar aligns with the third category, amassing specialized operational datasets that help train Large Process Models (LPMs) aimed at realizing an autonomous enterprise vision. Instead of relying solely on off-the-shelf AI, we tailor our models to each client’s specific domain, refining process optimizations and predictive insights. As these LPMs evolve, they proactively pinpoint inefficiencies, automate routine tasks, and continuously learn from real-time data—nudging businesses closer to self-governing workflows. By capturing and leveraging unique data, Vertical Bar sets itself apart as a next-generation ERP platform, poised to unlock AI-driven innovation across diverse industries.