A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)

Logan Bartlett / @loganbartlett: A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI — This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.