Momentum Mode w/ Corey Ferengul & Mike Shannon

25. More Than a Notetaker: Building AI That Actually Works for People


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In this episode, Corey and Mike dive deep into one of the defining trends shaping AI’s next chapter: verticalization. They explore why general-purpose AI isn’t enough—and how the most compelling solutions are now being purpose-built for specific industries, starting with Mike’s own experience building an AI operating system for independent financial advisors.

The conversation traces the journey from general tools to tailored workflows, covering:

  • How to choose the right vertical by listening for signal, not just scale
  • Why true differentiation lies in domain depth, not just technical features
  • And how trust, service, and context are shaping the future of human-in-the-loop AI

From relationship managers to compliance nuance, they unpack why vertical-focused AI is creating a new class of companies—ones that feel more like high-leverage service partners than classic SaaS. Whether you’re building, buying, or just trying to keep up, this is the blueprint for what’s next.

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Momentum Mode w/ Corey Ferengul & Mike ShannonBy Corey Ferengul & Mike Shannon