Загрузка видео...

Не удалось загрузить видео

На главную

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

1,622,521 subscribers

26,337 просмотров • 1 год назад •via X (Twitter)

ФинансыНаука и технологии
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 8

Фото профиля Y Combinator
Y Combinator1 год назад

Tune in:

Фото профиля Yuvraj 🇮🇳
Yuvraj 🇮🇳1 год назад

@LightconePod

Фото профиля Adugbo Victory
Adugbo Victory1 год назад

@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?

Фото профиля Ron Williams
Ron Williams1 год назад

@LightconePod I would not skip over the G in AGI

Фото профиля ConnorMindset
ConnorMindset1 год назад

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

Фото профиля Cohorte
Cohorte1 год назад

@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?

Фото профиля Clyde Tadiwa Rumombe
Clyde Tadiwa Rumombe1 год назад

@LightconePod 💯

Фото профиля Rachit Plah
Rachit Plah1 год назад

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

Похожие видео

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 просмотров • 1 год назад

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 просмотров • 1 месяц назад

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

277,064 просмотров • 1 год назад

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 просмотров • 10 месяцев назад

AI agents. What makes them a hot topic? In this video, we find out. 00:00 AI Agents 01:05 Use cases 03:47 Architecture of Agentic Applications 06:50 Thank you! 07:10 The future? This video is for AI engineers and tech enthusiasts. #AI #Agents #MCP
9:38

AI agents. What makes them a hot topic? In this video, we find out. 00:00 AI Agents 01:05 Use cases 03:47 Architecture of Agentic Applications 06:50 Thank you! 07:10 The future? This video is for AI engineers and tech enthusiasts. #AI #Agents #MCP

Gaurav Sen

28,760 просмотров • 1 год назад

A look at the new Gab AI dashboard. Lightning fast. Every top AI model in one spot. All your chat history across all models in one spot. Create custom AI agents to be whatever you want. We absolutely cooked with this and have much more on the way. 👉
2:02

A look at the new Gab AI dashboard. Lightning fast. Every top AI model in one spot. All your chat history across all models in one spot. Create custom AI agents to be whatever you want. We absolutely cooked with this and have much more on the way. 👉

Andrew Torba

54,462 просмотров • 1 год назад

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 просмотров • 10 месяцев назад

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 просмотров • 1 год назад

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 просмотров • 4 месяцев назад

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 просмотров • 1 год назад

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 просмотров • 10 месяцев назад

This week on my podcast, The Most Interesting Thing in AI, I had the pleasure of talking with Audrey Tang about two big topics: How can AI help democracy? Audrey has helped get Taiwan to use the tools of modern technology to strengthen democracy even as they have frayed it around the world. What is the secret, and could it work in the U.S? How can we build humanistic and pluralistic values into the most powerful AI? Audrey has a great theory about the two races in AI---one vertical, and one horizontal---and how, with the tools of open-source, it's possible that we can align all future models with our highest ambitions. It’s a brilliant framework for thinking about the future of AI. I hope you'll listen to our conversation: Produced by Atlantic Re:think with PwC.
1:04

This week on my podcast, The Most Interesting Thing in AI, I had the pleasure of talking with Audrey Tang about two big topics: How can AI help democracy? Audrey has helped get Taiwan to use the tools of modern technology to strengthen democracy even as they have frayed it around the world. What is the secret, and could it work in the U.S? How can we build humanistic and pluralistic values into the most powerful AI? Audrey has a great theory about the two races in AI---one vertical, and one horizontal---and how, with the tools of open-source, it's possible that we can align all future models with our highest ambitions. It’s a brilliant framework for thinking about the future of AI. I hope you'll listen to our conversation: Produced by Atlantic Re:think with PwC.

nxthompson

28,514 просмотров • 1 год назад

🎙 New episode of the DeXe Podcast is live! Hosted by Sergio K, this episode features Shashank | 𝔽rAI from Fraction AI, a leading builder in decentralized AI. We talked about: • How decentralized models help train AI through competition and reinforcement learning • Tokenization, governance, and ownership of AI agents • AI future, impact, and limitations 🔴Watch on YouTube: 🎧 Listen on Spotify: Curious about the future of AI training, ownership, and governance and how it all merges with blockchain? Tune in to the full episode!
1:23

🎙 New episode of the DeXe Podcast is live! Hosted by Sergio K, this episode features Shashank | 𝔽rAI from Fraction AI, a leading builder in decentralized AI. We talked about: • How decentralized models help train AI through competition and reinforcement learning • Tokenization, governance, and ownership of AI agents • AI future, impact, and limitations 🔴Watch on YouTube: 🎧 Listen on Spotify: Curious about the future of AI training, ownership, and governance and how it all merges with blockchain? Tune in to the full episode!

DeXe Protocol

30,393 просмотров • 11 месяцев назад

🤑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 просмотров • 1 год назад

🚨 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

110,264 просмотров • 1 год назад

🚨 New Proof of Vision out today folks! In this 34th PoV episode, our Director of Protocol Services, Kirk had on Andrew Hill, Co-Founder and CEO of Recall When it comes to your business, you’d never trust someone without a proven track record to make high-risk decisions So why should it be any different with AI agents? How do you know today which AI agents you should trust? AI agents are multiplying at unprecedented scale, with millions designed to shape the way we work, make decisions, and live our lives But how can we trust them? The challenge is trust: as dependence on these agents increases, so too does the exponential risk and cost of delegating to the wrong one This is the core challenge of reputation: the need for a transparent system that proves what AI agents can do, where they excel, and which will succeed That’s the reason why Recall exists Recall is the infrastructure protocol to discover, verify, and rank AI agents in real time, rewarding the best through on-chain competitions that begin with trading PnL and expand to any measurable task, from research to healthcare to business strategy In this episode, Andrew breaks down Recall’s mission, the problem it solves, how Agent Rank works, strategies to attract agents and users, the role of community, and the long-term vision plus much more Enjoy the Podcast 👇 ⏲ Timestamps: 00:00 - Intro 01:50 - Andrew’s journey into crypto and AI 05:00 - What problem is Recall solving? 10:00 - Agent Rank: how Recall actually ranks agents 16:03 - How Recall is attracting AI agents to compete? 19:10 - How big the community is today and the role it plays in giving builders real feedback 22:49 - How Recall ensures transparency and trust in its rankings 25:14 - Why users join Recall competitions 27:20 - Product-market fit and distribution 31:15 - What competitions could look like outside trading and what new use cases Recall is exploring 34:46 - What AI can’t replace 38:40 - The limits of AI in human interaction 40:37 - The long-term vision for Recall 40:40 - Is Recall built more for individual users, or is it more of a B2B service? 43:48 - Recall Business Model 44:42 - Closing thoughts and what’s next for Recall
46:16

🚨 New Proof of Vision out today folks! In this 34th PoV episode, our Director of Protocol Services, Kirk had on Andrew Hill, Co-Founder and CEO of Recall When it comes to your business, you’d never trust someone without a proven track record to make high-risk decisions So why should it be any different with AI agents? How do you know today which AI agents you should trust? AI agents are multiplying at unprecedented scale, with millions designed to shape the way we work, make decisions, and live our lives But how can we trust them? The challenge is trust: as dependence on these agents increases, so too does the exponential risk and cost of delegating to the wrong one This is the core challenge of reputation: the need for a transparent system that proves what AI agents can do, where they excel, and which will succeed That’s the reason why Recall exists Recall is the infrastructure protocol to discover, verify, and rank AI agents in real time, rewarding the best through on-chain competitions that begin with trading PnL and expand to any measurable task, from research to healthcare to business strategy In this episode, Andrew breaks down Recall’s mission, the problem it solves, how Agent Rank works, strategies to attract agents and users, the role of community, and the long-term vision plus much more Enjoy the Podcast 👇 ⏲ Timestamps: 00:00 - Intro 01:50 - Andrew’s journey into crypto and AI 05:00 - What problem is Recall solving? 10:00 - Agent Rank: how Recall actually ranks agents 16:03 - How Recall is attracting AI agents to compete? 19:10 - How big the community is today and the role it plays in giving builders real feedback 22:49 - How Recall ensures transparency and trust in its rankings 25:14 - Why users join Recall competitions 27:20 - Product-market fit and distribution 31:15 - What competitions could look like outside trading and what new use cases Recall is exploring 34:46 - What AI can’t replace 38:40 - The limits of AI in human interaction 40:37 - The long-term vision for Recall 40:40 - Is Recall built more for individual users, or is it more of a B2B service? 43:48 - Recall Business Model 44:42 - Closing thoughts and what’s next for Recall

Alea Research

19,677 просмотров • 9 месяцев назад