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Y Combinator Youtube

Vertical AI Agents Could Be 10X Bigger Than SaaS

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  • Coming Up: In this episode of the Lightcone, the hosts delve into the emerging trend of vertical AI agents and its potential impact on the business landscape.

  • Jared is fired up about vertical AI agents: Jared expresses his enthusiasm for the concept of vertical AI agents, highlighting the immense growth potential and disruptive nature of this new business model.

  • The parallels between early SaaS and LLM’s: The hosts draw comparisons between the early days of SaaS (Software as a Service) and the current landscape of vertical AI agents, noting similarities in market dynamics and growth opportunities.

  • Why didn’t the big companies go into B2B SaaS?: The discussion touches on the reasons why large companies did not initially pursue opportunities in B2B SaaS, drawing lessons for the potential adoption of vertical AI agents by incumbents.

  • How employee counts might change: The hosts speculate on the potential impact of vertical AI agents on company operations and employee counts, considering the efficiencies and scale enabled by AI-driven solutions.

  • The argument for more vertical AI unicorns: A compelling case is made for the emergence of numerous vertical AI unicorns, with the hosts envisioning a future where hundreds of billion-dollar companies could arise in this category.

  • Current examples of companies/uses: The episode explores existing examples of companies leveraging vertical AI agents across various industries, showcasing the diverse range of applications and use cases for this technology.

  • AI voice calling companies: The hosts delve into the specific area of AI voice calling companies, discussing the functions, benefits, and potential growth prospects of such solutions in the market.

  • What is the right vertical for you as a founder?: The hosts provide insights for aspiring founders looking to enter the vertical AI agents space, guiding them on how to identify the most suitable vertical for their startup and navigate the competitive landscape.

  • Outro: The episode wraps up with a recap of key points discussed regarding vertical AI agents and their transformative potential in reshaping the future of business and technology.