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JF

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.

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

YC

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.

YC

Y Combinator Cast

12/14/24

@ Y Combinator

The emergence of vertical AI is expected to enable a significant increase in the number of companies reaching substantial revenue, as the value proposition for these products is strong.

YC

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.

YC

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.

JF

Jared Friedman

11/23/24

@ Y Combinator

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

YC

Y Combinator Cast

11/23/24

@ Y Combinator

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

YC

Y Combinator Cast

11/23/24

@ Y Combinator

The early winners in the AI space may be general-purpose solutions, but vertical AI agents will emerge as industries develop and require more specialized tools.

SP

Sundar Pichai

05/16/25

@ All-In Podcast

The AI landscape is much larger than previous technologies, and there will be many successful companies emerging, not just a few winners and losers.

SC

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.