Episode

Vertical First, AI Second: Why Domain Experts Win | Vijay Rajendran & Amit Goel, gAI Ventures

Podcast
Top Decile Podcast
Published
Jul 3, 2026
Duration seconds
1522
Processing state
not_requested
Canonical source
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Audio
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Summary

Vijay Rajendran led portfolio value creation at 500 Global across 2,800 companies in 80 countries before co-founding gAI Ventures. Amit Goel brings 20 years as a payments and identity operator, including building and selling a fintech company. Together they've built a venture studio around one central idea: vertical expertise should drive AI company formation, not the other way around. We get into why most enterprise AI deployments fail despite the hype, what Amit means when he says a task is not a job, and how gAI co-builds from the ground up with domain experts before carving portfolio companies out as independent businesses.