The Horizontal AI-Native Boutique
The Sequoia thesis named exemplar firms across 9 verticals; every one a vertical specialist. The horizontal AI-native boutique slot was unfilled when the category-forming thesis-pieces published. The slot exists structurally — it answers demand for cross-domain pattern recognition and meta-craft fluency at boutique scale. The studio that crystallizes it during the 2026 window owns the vocabulary that defines it.