Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

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 Podcast, we consider what effect vertical AI agents will have on incumbent SaaS companies, what use cases make the most...

ycombinator's profile picture

Y Combinator

1,633,040 subscribers

26,338 Aufrufe • vor 1 Jahr •via X (Twitter)

FinanzenWissenschaft & Technologie
LIVE

Anya Rossi• Live Now

Private livecam show

8 Kommentare

Profilbild von Y Combinator
Y Combinatorvor 1 Jahr

Tune in:

Profilbild von Yuvraj 🇮🇳
Yuvraj 🇮🇳vor 1 Jahr

@LightconePod

Profilbild von Adugbo Victory
Adugbo Victoryvor 1 Jahr

@LightconePod With vertical AI agents gaining traction, incumbent SaaS companies may need to rethink their models. Do you see partnerships with AI providers as the way forward, or will they need to build in-house expertise to compete?

Profilbild von Ron Williams
Ron Williamsvor 1 Jahr

@LightconePod I would not skip over the G in AGI

Profilbild von ConnorMindset
ConnorMindsetvor 1 Jahr

@LightconePod I think Vertical AI Agents have the potential to disrupt the SaaS industry, but 300 billion-dollar companies sounds like a stretch.

Profilbild von Cohorte
Cohortevor 1 Jahr

@LightconePod If vertical AI agents dominate, the competitive edge may shift from general-purpose AI to domain-specific expertise. Could this lead to a new era of tailored AI products reshaping SaaS ecosystems?

Profilbild von Clyde Tadiwa Rumombe
Clyde Tadiwa Rumombevor 1 Jahr

@LightconePod 💯

Profilbild von Rachit Plah
Rachit Plahvor 1 Jahr

@LightconePod That's why we build chetto Ur human extension console. be available and keep learning

Ähnliche Videos

As LLMs continue to improve, it's clear that vertical AI agents are key to the next gen of billion-dollar SaaS opportunities. For the Lightcone Podcast, we sat down with Jake Heller, co-founder & CEO of Casetext, Part of Thomson Reuters, to discuss what it takes to build a successful vertical AI company.
0:28

As LLMs continue to improve, it's clear that vertical AI agents are key to the next gen of billion-dollar SaaS opportunities. For the Lightcone Podcast, we sat down with Jake Heller, co-founder & CEO of Casetext, Part of Thomson Reuters, to discuss what it takes to build a successful vertical AI company.

Y Combinator

23,709 Aufrufe • vor 1 Jahr

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 Aufrufe • vor 3 Monaten

"AI is about to make one horizontal product feel built for every single vertical." Jean-Denis Greze 💡 (co-founder and CEO of Town, ex-CTO of Plaid) on why isn't chasing a single vertical use case the way most SaaS companies have for the past fifteen years. "We're going to build broadly horizontal products where AI is making it feel vertical, specific for every vertical." "You share more with your wife than you would with a coworker." "The core functionality of the products is not that different." Full episode:
2:34

"AI is about to make one horizontal product feel built for every single vertical." Jean-Denis Greze 💡 (co-founder and CEO of Town, ex-CTO of Plaid) on why isn't chasing a single vertical use case the way most SaaS companies have for the past fifteen years. "We're going to build broadly horizontal products where AI is making it feel vertical, specific for every vertical." "You share more with your wife than you would with a coworker." "The core functionality of the products is not that different." Full episode:

luba yudasina

13,521 Aufrufe • vor 20 Tagen

Train Once, Earn Limitless. Introducing Moonbase Your All-in-one AI Model Marketplace, only on FLock. Train AI models, create AI agents with standard API, and earn when AI agents use your models. Coming soon. Join the waitlist:
0:42

Train Once, Earn Limitless. Introducing Moonbase Your All-in-one AI Model Marketplace, only on FLock. Train AI models, create AI agents with standard API, and earn when AI agents use your models. Coming soon. Join the waitlist:

FLock.io

277,143 Aufrufe • vor 1 Jahr

Every workflow is a vertical AI company waiting to be built. Entire companies were built around payroll and signing documents. Agents unlock what hasn’t been practical. Aaron Levie: “You can underwrite thousands of these companies emerging.”
1:07

Every workflow is a vertical AI company waiting to be built. Entire companies were built around payroll and signing documents. Agents unlock what hasn’t been practical. Aaron Levie: “You can underwrite thousands of these companies emerging.”

a16z

88,033 Aufrufe • vor 1 Jahr

This is very true. AI integration is both hard and necessary for companies. And AI-native junior employees can drive this adoption. Earlier this year Aaron Levie explained with martin_casado on the a16z podcast how AI fluency is one of the most powerful skills a new grad can have. The real value comes from knowing how to make AI work inside an organization. Most companies, both large and small, are slow to adopt new technology. They need people who can explain what AI can do, show them how to use it, and help them move faster. If you are fluent in AI, you can be that person. You can walk into a company, spot the areas where AI can save time or create new opportunities, and make it happen. That is a wedge into your first job and a way to stand out from everyone else.
0:39

This is very true. AI integration is both hard and necessary for companies. And AI-native junior employees can drive this adoption. Earlier this year Aaron Levie explained with martin_casado on the a16z podcast how AI fluency is one of the most powerful skills a new grad can have. The real value comes from knowing how to make AI work inside an organization. Most companies, both large and small, are slow to adopt new technology. They need people who can explain what AI can do, show them how to use it, and help them move faster. If you are fluent in AI, you can be that person. You can walk into a company, spot the areas where AI can save time or create new opportunities, and make it happen. That is a wedge into your first job and a way to stand out from everyone else.

a16z

366,027 Aufrufe • vor 1 Jahr

Tergle (Tergle) is building AI agents for auditing. They're already working with multiple billion dollar companies to automate their audit workflows. Congrats on the launch, adam and Will Tarr!
1:06

Tergle (Tergle) is building AI agents for auditing. They're already working with multiple billion dollar companies to automate their audit workflows. Congrats on the launch, adam and Will Tarr!

Y Combinator

30,095 Aufrufe • vor 1 Jahr

Mounting fears that AI could upend the traditional software business model have triggered a broad selloff across the sector — causing a "SaaSpocalypse." Jared Sleeper joins Tracy Alloway and @‌thestalwart on the Odd Lots podcast to discuss what types of companies have the best chance of surviving the AI disruption and how investors are dealing with the changing landscape
1:29

Mounting fears that AI could upend the traditional software business model have triggered a broad selloff across the sector — causing a "SaaSpocalypse." Jared Sleeper joins Tracy Alloway and @‌thestalwart on the Odd Lots podcast to discuss what types of companies have the best chance of surviving the AI disruption and how investors are dealing with the changing landscape

Bloomberg

22,341 Aufrufe • vor 6 Monaten

In a matter of few months, Phoenix’s AI Utility Staking has grown rapidly and surpassed the milestone of 500,000 PHB, with Ink Finance being latest AI Ecosystem partner to stake (more details of this to come). Current applications, use cases, and synergies for our utility staking partners include but are not limited to AI trading, decentralized compute infrastructure, AI agents, AI-powered DeSci, and vertical use-case LLMs. Phoenix is at the forefront of driving real world application-specific adoption of decentralized AI infrastructure – and this is just the beginning. #Phoenix $PHB
0:23

In a matter of few months, Phoenix’s AI Utility Staking has grown rapidly and surpassed the milestone of 500,000 PHB, with Ink Finance being latest AI Ecosystem partner to stake (more details of this to come). Current applications, use cases, and synergies for our utility staking partners include but are not limited to AI trading, decentralized compute infrastructure, AI agents, AI-powered DeSci, and vertical use-case LLMs. Phoenix is at the forefront of driving real world application-specific adoption of decentralized AI infrastructure – and this is just the beginning. #Phoenix $PHB

Phoenix AI Labs

50,724 Aufrufe • vor 1 Jahr

How will autonomous AI agents shape the future of Ethereum? In Episode 20 of the Agents Unleashed podcast, maybrier ☴ talks with Tomasz K. Stańczak, Co-Executive Director of the Ethereum Foundation, about Ethereum’s next decade and the rise of agentic AI, both on and off-chain. In this episode: • Strategic priorities for Ethereum’s next upgrades • Why cypherpunk values like privacy + decentralization still matter • How AI agents could use Ethereum as their coordination + verification layer • What “identity is defined by privacy” really means in an AI world 02:05 – Tomasz on his role at Ethereum Foundation 04:21 – What about Ethereum’s mission resonated with him 06:48 – The Foundation's strategic priorities for AI 10:09 – Keeping cypherpunk values alive 15:34 – The next 10 years: AI, robotics, and blockchain 20:55 – Identity, privacy, and AI agents 26:30 – Predictions for the future of the AI user interface 31:36 – Call to action for builders This episode is sponsored by Sigil Fund
33:46

How will autonomous AI agents shape the future of Ethereum? In Episode 20 of the Agents Unleashed podcast, maybrier ☴ talks with Tomasz K. Stańczak, Co-Executive Director of the Ethereum Foundation, about Ethereum’s next decade and the rise of agentic AI, both on and off-chain. In this episode: • Strategic priorities for Ethereum’s next upgrades • Why cypherpunk values like privacy + decentralization still matter • How AI agents could use Ethereum as their coordination + verification layer • What “identity is defined by privacy” really means in an AI world 02:05 – Tomasz on his role at Ethereum Foundation 04:21 – What about Ethereum’s mission resonated with him 06:48 – The Foundation's strategic priorities for AI 10:09 – Keeping cypherpunk values alive 15:34 – The next 10 years: AI, robotics, and blockchain 20:55 – Identity, privacy, and AI agents 26:30 – Predictions for the future of the AI user interface 31:36 – Call to action for builders This episode is sponsored by Sigil Fund

Olas (formerly Autonolas)

17,413 Aufrufe • vor 1 Jahr

🚨 AI AGENTS ARE HERE… and they’re destroying, disrupting and transforming industries. So today we had an emergency debate about it… I think “AI agents” might be the most disruptive technology of our lifetime. This is an AI team member that can browse the open internet and make decisions on its own - essentially acting as a free employee - and you can have 100s or 1000s of them working for you at once. This completely changes the way the world and business works. You can now build your own AI agents in minutes to solve problems you have in your business or personal life. A friend of mine who runs a big company that you probably know - has gone from 7,000~ team members to 3,000~ because they’re now using AI agents instead of hiring people 😳 So I brought together three of the most vocal minds when it comes to AI for a debate unlike anything we’ve ever done before. Amjad Masad is the founder of Replit, a billion dollar company that is leading the AI Agents race and has become one of the fastest-scaling AI companies in Silicon Valley history. Bret Weinstein is a biologist and evolutionary theorist who believes AI could lead us to a societal collapse. Daniel Priestley who is a futurist entrepreneur who says this wave of AI Agnets is as big as the industrial revolution. This was one of the most fascinating conversations we’ve ever hosted. What is your honest feelings towards AI? Does it scare you or are you leaning into it? Watch the full episode now on YouTube: search “The Diary of a CEO AI Debate” or click the link in the comments.
1:32

🚨 AI AGENTS ARE HERE… and they’re destroying, disrupting and transforming industries. So today we had an emergency debate about it… I think “AI agents” might be the most disruptive technology of our lifetime. This is an AI team member that can browse the open internet and make decisions on its own - essentially acting as a free employee - and you can have 100s or 1000s of them working for you at once. This completely changes the way the world and business works. You can now build your own AI agents in minutes to solve problems you have in your business or personal life. A friend of mine who runs a big company that you probably know - has gone from 7,000~ team members to 3,000~ because they’re now using AI agents instead of hiring people 😳 So I brought together three of the most vocal minds when it comes to AI for a debate unlike anything we’ve ever done before. Amjad Masad is the founder of Replit, a billion dollar company that is leading the AI Agents race and has become one of the fastest-scaling AI companies in Silicon Valley history. Bret Weinstein is a biologist and evolutionary theorist who believes AI could lead us to a societal collapse. Daniel Priestley who is a futurist entrepreneur who says this wave of AI Agnets is as big as the industrial revolution. This was one of the most fascinating conversations we’ve ever hosted. What is your honest feelings towards AI? Does it scare you or are you leaning into it? Watch the full episode now on YouTube: search “The Diary of a CEO AI Debate” or click the link in the comments.

Steven Bartlett

110,275 Aufrufe • vor 1 Jahr

🤑Here's how to get rich from AI agents in 2025 🤑Ai Agents will make millions in 2025, but there is a skill to this game watch the full video to find out what it is. 🤳📹👇
3:13

🤑Here's how to get rich from AI agents in 2025 🤑Ai Agents will make millions in 2025, but there is a skill to this game watch the full video to find out what it is. 🤳📹👇

Francis Dhun Uncensored

20,093 Aufrufe • vor 1 Jahr