Vertical AI Agents Are Reshaping a $450B Market — PLAN0 AI Claims $20B in Construction Projects, Abridge in 150+ Health Systems
Estimates put the global vertical SaaS market near $450B with 30-40% likely reshaped by AI agents between 2026 and 2028, and the operating datapoints are getting concrete: PLAN0 AI claims more than $20 billion in construction projects running through its platform, while Abridge is deployed in 150+ health systems and added a $316M extension in April 2026 on top of its $300M at $5.3B. The common architecture across Sierra, Harvey, Hippocratic AI, and EvenUp is domain-trained models plus deep system integration plus outcome pricing — which means the incumbent's moat (workflow depth and compliance) is exactly what the challenger is rebuilding, not routing around. Aggregate market-sizing figures here are analyst estimates; the deployment counts are the verifiable part.
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