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Atmrix

About

JF

Jared Friedman

11/23/24

@ Y Combinator

The introduction of XML HTTP requests in 2004 was a catalyst for the SaaS boom, enabling the development of rich internet applications.

Video

YC

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

JF

Jared Friedman

11/23/24

@ Y Combinator

The shift from traditional software to SaaS was driven by the realization that sophisticated enterprise applications could be effectively delivered over the cloud.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

During the web era from 2000 to 2009, the browser served as a neutral platform, allowing app developers to thrive without needing to install desktop software.

JS

Joel Spolsky

10/25/13

@ Y Combinator

In the late 90s, there was unlimited demand for anyone who could create HTML, allowing us to charge high consulting rates and bootstrap our business.

SN

Satya Nadella

05/22/25

@ Matthew Berman

SaaS companies must radically change to participate in the new orchestration layer of the agentic web, which will involve multiple backends.

WV

Werner Vogels

11/12/18

@ Y Combinator

Transitioning to a service-oriented architecture involved breaking down the monolith into independent services, which took two to three years to implement due to the lack of historical precedents.

SP

Sundar Pichai

05/27/25

@ The Verge

The web is evolving into a series of databases, and businesses must adapt to how agents interact with their services.

SN

Satya Nadella

05/22/25

@ Matthew Berman

The application layer is collapsing into agents, which will require vertical SaaS companies to adapt to this new structure.

JC

Julien Codorniou

06/24/25

@ Stripe

The frontline SaaS market is largely untapped, with many workers lacking access to technology, presenting a significant opportunity for growth.

SB

Steve Ballmer

06/02/25

@ Acquired

From '92 to '98, we experienced a liftoff primarily driven by Windows and applications, not enterprise solutions.