I don't disagree, but two reasons we don't see them (yet):
(1) much harder to launch as some amorphous vertical AI - like, what would a 'Transportation AI' look like? Versus targeting a specific workflow within it - "AI copilot for truck drivers".
(2) The large incumbent software platforms that already are powering the day-to-day workflows are THE companies to implement AI first and most accessibly. So the likely winner of the vertical AI race is whatever incumbent platform is already in the highest % of companies or powering the highest % of workflows.
(1) much harder to launch as some amorphous vertical AI - like, what would a 'Transportation AI' look like? Versus targeting a specific workflow within it - "AI copilot for truck drivers".
(2) The large incumbent software platforms that already are powering the day-to-day workflows are THE companies to implement AI first and most accessibly. So the likely winner of the vertical AI race is whatever incumbent platform is already in the highest % of companies or powering the highest % of workflows.