As AI models continue to rapidly improve and compete with one another, a new business model is coming into view – vertical AI agents. In this episode of the Lightcone, the hosts consider what effect vertical AI agents will have on incumbent SaaS companies, what use cases make the most sense, and how there could be 300 billion dollar companies in this category alone.
Chapters (Powered by https://bit.ly/chapterme-yc) –
0:00 Coming Up
1:01 Jared is fired up about vertical AI agents
7:25 The parallels between early SaaS and LLM’s
9:09 Why didn’t the big companies go into B2B SaaS?
12:25 How employee counts might change
16:25 The argument for more vertical AI unicorns
21:31 Current examples of companies/uses
35:22 AI voice calling companies
40:04 What is the right vertical for you as a founder?
41:36 Outro
