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Jared Friedman

11/23/24

@ Y Combinator

Silicon Valley has predominantly funded SaaS companies, with over 40% of venture capital going to this sector, resulting in more than 300 SaaS unicorns in the last 20 years.

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

Aaron Epstein

12/16/22

@ Y Combinator

SaaS businesses make up 31% of the top 100 YC companies, highlighting their prevalence and success in generating consistent revenue.

Y Combinator Cast

06/28/24

@ Y Combinator

Over the last decade, the number of unicorns has increased due to advancements in technology that make it easier for people to launch their ideas.

a16z Cast

04/29/25

@ a16z

The venture capital landscape is changing, with a focus on building companies that provide end-to-end services rather than just tools, as seen with companies like Uber and Airbnb.

Eric Migicovsky

06/14/19

@ Y Combinator

The network in Silicon Valley is crucial for startups, providing opportunities for collaboration and support that are hard to find elsewhere.

Aydin Senkut

04/16/25

@ EO

Felicis Ventures has backed over 50 unicorns and achieved 100+ exits, demonstrating the importance of a diverse team in making investment decisions.

Marc Andreessen

06/11/25

@ Uncapped with Jack Altman

The venture capital landscape has shifted to favor companies that can scale quickly and dominate their markets, leading to larger valuations for fewer companies.

Y Combinator Cast

11/23/24

@ Y Combinator

I believe there could be 300 vertical AI unicorns, as every SaaS unicorn could have a corresponding vertical AI equivalent that combines software and human expertise into one product.

Julien Codorniou

06/24/25

@ Stripe

The trend of self-funding is emerging in SaaS, where companies can grow significantly with minimal teams, thanks to AI and low software development costs.

Michael Seibel

02/06/24

@ Y Combinator

None of the trillion-dollar software companies have been bootstrapped without venture capital; it's important to recognize that achieving such scale typically requires VC funding.