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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.

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

AE

Aaron Epstein

12/16/22

@ Y Combinator

Software as a Service (SaaS) is a cloud-based subscription model where customers pay monthly or annually to access software.

YC

Y Combinator Cast

11/23/24

@ Y Combinator

In vertical SaaS, the most promising opportunities lie in automating mundane, repetitive jobs that are currently labor-intensive.

JC

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.

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.

LE

Larry Ellison

02/27/19

@ Ray Captain

SAP is facing challenges as they have not modernized their applications for the cloud, which presents us with a unique opportunity to capture market share in ERP and CRM solutions.

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.

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.

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.

LE

Larry Ellison

02/27/19

@ Ray Captain

We are fully committed to cloud applications and have invested heavily in rewriting our software for the cloud, positioning ourselves to compete effectively against SAP and other smaller companies.