> we don’t know what to do, so we’re going to throw spaghetti at the wall

My opinion is that the money is in the verticals as the models and harnesses built around them become commodities. Specializing in a vertical, especially where hardware is involved, creates a buffer between companies and the frontier labs. The frontier labs are spreading themselves thin trying to capture verticals like finance or legal but aren’t narrow enough to be as competitive as a company that is going for a more targeted approach.