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Fault Lines #1 - Alex Niehenke - The rise of vertical AI

Hosted by Augustin Sayer, Fault Lines is a new podcast exploring the hidden tensions shaping technology, venture capital and the future of AI. In this first episode, Augustin welcomes Alex Niehenke, partner at Scale Venture Partners, for a deep dive into the evolution of Silicon Valley, the rise of vertical AI, and the realities of building category-defining companies.

From boardroom dynamics to billion-dollar AI theses, the conversation blends sharp investor insight with candid reflections on startups, founders and the changing nature of venture capital. A thoughtful and unfiltered…

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