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Y Combinator Cast

11/23/24

@ Y Combinator

Vertical AI agents could potentially be ten times larger than the SaaS companies they disrupt, as they can replace not only software but also reduce payroll costs significantly.

Video

Vertical AI Agents Could Be 10X Bigger Than SaaS

@ Y Combinator

Vertical AI Agents Could Be 10X Bigger Than SaaS

11/23/24

Related Takeaways

Jared Friedman

11/23/24

@ Y Combinator

Vertical AI agents are set to replace entire teams and functions within enterprises, showcasing a significant evolution in AI capabilities.

Y Combinator Cast

11/23/24

@ Y Combinator

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.

Y Combinator Cast

11/23/24

@ Y Combinator

Vertical AI agents are designed for specific tasks, like automating customer support for niche markets, which makes them more efficient than general-purpose solutions.

Jared Friedman

11/23/24

@ Y Combinator

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

Anthropic Cast

04/28/25

@ Anthropic

The emergence of AI agents allows models to autonomously retrieve information, run code, and perform multiple tasks without human intervention, leading to significant economic impacts.

The Diary Of A CEO Cast

05/12/25

@ The Diary Of A CEO

The introduction of AI and AI agents is likely to lead to a massive economic displacement, with many jobs being automated, particularly in sectors that rely on routine tasks.

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

The integration of AI agents will lead to unprecedented levels of leverage in organizations, allowing processes to be completed by AI, potentially resulting in the emergence of one-person unicorns.

Y Combinator Cast

05/16/25

@ Y Combinator

Companies that sell AI solutions to enterprises can command higher budgets when they position themselves as replacements for traditional roles, like customer support or analytics teams.

Bob McGrew

06/17/25

@ Sequoia Capital

The concept of agents will disrupt traditional economic models, as AI will provide services at the cost of compute, leading to an abundance of AI lawyers and other professionals.