We're in the early stages of vertical AI agents, which could lead to the emergence of $300 billion companies in this space, rather than a single trillion-dollar SaaS company.

I believe vertical AI agents will lead to the creation of companies worth over $300 billion, similar to the early SaaS boom.

Enterprises are already accustomed to the value of point solutions, making them more likely to invest in startups offering vertical AI agents.

Companies leveraging AI are growing faster than traditional startups, indicating a significant opportunity in the AI space.

Many startup founders overlook the potential of vertical AI agents, which are not a new concept but are gaining traction in the market.

As AI evolves, it will provide companies with greater leverage, allowing them to operate more efficiently and create new opportunities for innovation.

Investors are now more willing to fund AI-driven companies that compete with established players like Salesforce, indicating a significant shift in the market landscape.

The current AI boom is enabling startups to generate real recurring revenue by providing software solutions to legitimate businesses, contrasting with previous crypto ventures that often lacked tangible use cases.

Companies that can quickly provide value around core workflows will have a competitive advantage in the AI space, especially in vertical markets.