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Thoughts and Highlights on Building Vertical AI by BVP

Carlos Furlotti translates Bessemer Venture Partners' vertical AI playbook through an industrial lens, distilling five guiding principles for founders building AI for the physical world — where mission-critical constraints, brownfield deployments, and zero tolerance for hallucinations change the rules.
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Most AI playbooks were written for companies that don’t have to worry about what happens when their software fails. Industrial AI is different. In a factory, a hallucination isn’t just a bad search result — it is a stopped production line, a safety incident, or a regulatory violation.

Bessemer Venture Partners recently published a thoughtful early-stage playbook for building vertical AI businesses. Carlos Furlotti filters it through an industrial lens and distills five guiding principles drawn from working closely with companies building AI for the physical world.

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