A VC and a Founder intellectually spar on Vertical Tech & AI, covering the latest news, unpacking in-depth business strategies, and interviewing world-class leaders in the space. New episodes drop every Wednesday.

In this episode, Luke Sophinos and Nic Poulos sit down with Jeremy Yamaguchi, Founder and CEO of Cabana, to explore how he’s transforming the fragmented pool service industry through an AI-driven roll-up model, bringing technology, data, and scale to local operators.

We cover:

- How Jeremy built and exited multiple home-service companies before launching Cabana

- Why AI roll-ups are reshaping traditional service industries

- Lessons in leadership, M&A, and building tech-enabled operational excellence

If you’re building in SaaS, AI, or service-based marketplaces, this one’s for you. Subscribe for more conversations with the founders and investors shaping the future of Vertical SaaS.

A VC and a Founder intellectually spar on Vertical Tech & AI - covering the latest news, unpacking in-depth business strategies, and interviewing world-class leaders in the space.

New episodes drop every Wednesday.

In this episode, Luke Sophinos and Nic Poulos sit down with Ilir Sela, Founder and CEO of Slice, to explore how he’s unbundling the franchise model,  empowering 20,000+ independent pizzerias to compete with the giants.

We cover:

How Slice scaled a billion-dollar network of small businesses

The power of Vertical SaaS and why it’s transforming local commerce

Lessons in leadership, fundraising, and long-term vision

If you’re building in SaaS, marketplaces, or local tech, this one’s for you.

Subscribe for more conversations with the founders and investors shaping the future of Vertical SaaS.