Etienne Segal
Etienne Segal
Etienne Segal

Etienne Segal

The vertical AI opportunity isn't in building more apps. It’s where AI and direct P&L ownership transform the industries that already run the world. → Read more about my thesis here

I’m an investor and builder working at this intersection. I currently run Ontara, where we deploy AI employees into daily operations for physical businesses. Previously, I launched and operated food&bev brands, invested in distressed UK real estate, and worked at VC firms Contrary and Autopilot.

If you’re operating in real estate, logistics, or property services – and exploring how AI could reshape your vertical – let’s connect.

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Reach out:
  • Email
  • Substack
  • Linkedin
  • X
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Current location: New York City

buildouts

  • Monarch Caviar — founded a DTC luxury food brand sold online, and through retail and hospitality partners
  • AniVC — built brand and operational systems for a venture fund investing across animal health
  • PolicyBot — built an AI tool to navigate London’s real estate regulations, adopted by developers
  • BirdsEye — building the first AI-enabled PMS for small multifamily portfolios
  • Uncle Yoshiro — founded Japanese-inspired healthy snack brand
  • esma foods — founded a retail distribution platform for CPG in the UK

deep dives

  • The vertical AI playbook
  • AI in commercial real estate
  • AI in legal services
  • Humanoid robotics

company breakdowns

  • Crusoe
  • Ramp
  • QXO
  • Stripe
  • CloudKitchens
  • Klarna
  • Perplexity

→ all company breakdowns

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