Vertical AI Agents Could Be 10X Bigger Than SaaS

Y Combinator · 2024-11-22
YouTube

Description

As AI models continue to rapidly improve and compete with one another, a new business model is coming into view - vertical AI agents. In this episode of the Lightcone, the hosts consider what effect vertical AI agents will have on incumbent SaaS companies, what use cases make the most sense, and how there could be 300 billion dollar companies in this category alone.

  • 0:00 Coming Up
  • 1:01 Jared is fired up about vertical AI agents
  • 7:25 The parallels between early SaaS and LLM’s
  • 9:09 Why didn’t the big companies go into B2B SaaS?
  • 12:25 How employee counts might change
  • 16:25 The argument for more vertical AI unicorns
  • 21:31 Current examples of companies/uses
  • 35:22 AI voice calling companies
  • 40:04 What is the right vertical for you as a founder?
  • 41:36 Outro