Etienne Segal

writing

Everything I’ve published — long-form deep dives on industries and companies, plus a running set of company breakdowns. Across Contrary, Autopilot, and Brick & Code.

Deep dives

  • The Vertical AI Playbook
  • A New Citizen of Singletonville
  • A Metropolis for Every Asset Class
  • QXO: A Vertical AI Case Study
  • From Brick to Click
  • Attorney v Machine: Legal AI
  • To Humanoid or Not to Humanoid

Company breakdowns

  • Ramp
  • Mercury
  • Crusoe
  • Flexport
  • Bolt
  • CloudKitchens
  • Stripe
  • Figure
  • Anthropic
  • Redwood Materials
  • Zipline
  • Solugen
  • Airwallex
  • Midjourney
  • Perplexity
  • Rippling
  • Windsurf
  • Klarna
  • Shield AI
  • Loft Orbital
  • 1X

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