Vertical AI Agents Could Be 10X Bigger Than SaaS

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  • Опубліковано 21 гру 2024

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  • @chapterme
    @chapterme Місяць тому +53

    Chapters (Powered by ChapterMe) -
    00:00 - Coming Up
    01:01 - Jared is fired up about vertical AI agents
    07:25 - The parallels between early SaaS and LLM’s
    09:09 - 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

    • @jessejames6216
      @jessejames6216 29 днів тому +2

      You're very much appreciated 😊

    • @peterbelanger4094
      @peterbelanger4094 2 дні тому

      NO!!!!! many of us do not want this new ai technology. We feel it is all being FORCED upon us, and we WILL reject it!!!! Prepare for a fight!!!!

    • @peterbelanger4094
      @peterbelanger4094 2 дні тому

      You ai developers need top get out of business!!!!! STOP DOING WHAT YOU ARE DOING NOW!!!!!

    • @keyproco
      @keyproco 20 годин тому +1

      Thank you

    • @chapterme
      @chapterme 15 годин тому

      @@jessejames6216 happy to help 😊

  • @Oleg-Melnikov
    @Oleg-Melnikov 24 дні тому +70

    I loved the point by Jared about 3 major types of internet companies:
    1. products/services that people obviously need: mail, search, maps, messengers, ... - dominated by the largest corps
    2. not obvious consumer products - AirBnb, Doordash, Uber, Instacart, ... - born from startups that were more agile and creative
    3. B2B SaaS - multiple verticals, not dominated by large corps
    it kinda creates a picture for me

    • @lumineluly
      @lumineluly 18 днів тому +2

      On number 1 I slightly disagree. Superhuman and Notion are startups that are steadily taking over from the large incumbents

    • @learnrepeatlearn
      @learnrepeatlearn 18 днів тому

      What are example companies in the third category? Only one I know that’s big and powerful would be salesforce

    • @Oleg-Melnikov
      @Oleg-Melnikov 16 днів тому

      @ that’s the point. it’s not dominated by large corps

    • @Oleg-Melnikov
      @Oleg-Melnikov 16 днів тому

      @@lumineluly true, but they’re 10x more valuable than the simplest solution

    • @Efrem-berezin
      @Efrem-berezin 3 дні тому

      👍👍👍

  • @judederick
    @judederick 29 днів тому +92

    3 things to vertically differentiate
    1. Vertical agent has exclusive access to high value dataset . Ex Corrosion detector agent has exclusive access to worlds largest refinery corrosion dataset
    2. Vertical agent owns a key decision making node in workflow. Example : Next best action decision in equipment troubleshooting buddy sgent
    3. Vertical agents own end to end workflow. Ex : Regulatory reporting agent in Pharma
    Trust that helps

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому

      You are absolutely right)))

    • @fatherpratt
      @fatherpratt 26 днів тому +1

      advice on finding these niche workflows? like the worlds largest refinery corrosion dataset?!

    • @nonfungibleekoe3957
      @nonfungibleekoe3957 25 днів тому

      @@fatherprattyea asking for myself

  • @DTrackFinder
    @DTrackFinder Місяць тому +70

    It's wild to see how often you, the Top Startup Advisors, are shifting your perspective and advice lately-it’s a real testament to just how fast and profoundly things have been changing these past couple of years. Feels like the ground under everything is constantly shifting!

  • @MarkLewis00
    @MarkLewis00 13 днів тому +113

    I have created a ton of agents using openai, crewai & composio - how should I sell it?

    • @PodcastTimeHack
      @PodcastTimeHack 10 днів тому +1

      Can you help me?

    • @bragafarms
      @bragafarms 10 днів тому +5

      GPTStore and customers in that specific agent's niche. Create a portfolio website. Good luck!

    • @cryptocastell
      @cryptocastell 10 днів тому +8

      Get a partner who is good at selling stuff. 🤝

    • @AIRadio-dcMetro
      @AIRadio-dcMetro 9 днів тому +2

      Work backwards. Create it when you see a need. And if you created it, then you probably already thought of it and have your client or?

    • @AIRadio-dcMetro
      @AIRadio-dcMetro 9 днів тому

      @@bragafarmsNice. Thank you.

  • @MAureliusHiggs
    @MAureliusHiggs Місяць тому +27

    Loved this conversation! Two takeaways that stand out for me are:
    1. The focus on founder-led teams at Rippling suggests that domain expertise and entrepreneurial thinking remain crucial even in an AI-driven future. Collaboration, Critical Thinking, Creativity and Communication will still be the foundation of how humanity progresses regardless of the tool.
    2. The most successful AI startups might not be those with the best technology, but those with the deepest understanding of boring contextually-specific workflows.
    Two questions:
    1. What does these 'new rules' look like decentralized?
    2.With World Coin on a mission to bring a billion+ new 'players' into the game, how might we empower these traditionally underserved global communities?
    What a time to be alive!

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому

      You are absolutely right)))

    • @aanuadeoye2045
      @aanuadeoye2045 27 днів тому +1

      We need to have a conversation

    • @peterbelanger4094
      @peterbelanger4094 2 дні тому

      UGH.....I absolutely DREAD this coming "ai futue". I plan on being VERY oppositional to it all, a thorn in the side of ai.

    • @peterbelanger4094
      @peterbelanger4094 2 дні тому

      I HATE THIS NEW TECHNOLOGY WITH A PASSION, I am sure I am NOT the only one ;)

    • @peterbelanger4094
      @peterbelanger4094 2 дні тому

      You ai devs are in a bubble. not everyone loves your product.

  • @Penrose707
    @Penrose707 29 днів тому +33

    The lump of labour "fallacy" is one that the tech community loves. "Don't worry about job automation today because these are simply yesterdays jobs. Embrace tomorrows jobs today" they say. Except, no one stops to consider any potential retooling time for the economy. It might well be that there will be new jobs "tomorrow". It's just that today there are millions of people waiting for that tomorrow- and it isn't coming anytime soon. What to do in the interim, hmmm? When will people wake up to see this I wonder ?

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому +1

      We need to move forward.)))

    • @davidfeldman5649
      @davidfeldman5649 15 днів тому +2

      Also all we have is intelligence and physical labor, new jobs created by industrial revolutions in the past still needed both. But AI and Robots replace both.
      What do we have left? Creativity? Emotional intelligence? AI is doing pretty good on those fronts
      I think there will still be jobs, but just for the most adaptable, resilient, and intelligent people

    • @acex222
      @acex222 4 дні тому

      @@Getrichwithme-zz forward towards what?

    • @jodytaylor6468
      @jodytaylor6468 3 дні тому

      @@davidfeldman5649 Eventually there is no need for humans, apparently.

  • @vijayrangan
    @vijayrangan 29 днів тому +80

    I don't follow the narrative that these YC folks are pushing about boring jobs. If people working those jobs could get something else they would. Making a case for AI removing boring jobs just so it "allows" the current employees to leave is just nonsensical

    • @firsthelix6726
      @firsthelix6726 29 днів тому +22

      100%. We‘ll have a massive issue with this. The majority of people just want a normal job to pay for rent and living. Only a few are qualified and capable to reskill to deal with AI to stay ahead of the curve. AI will make intellectually challenging jobs redundant as well, and not because they are boring but because it can and will be much more time and cost efficient, which is and will be the guiding economic principle in a capitalist society.

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому +1

      I agree with you

    • @bokchoiman
      @bokchoiman 29 днів тому +9

      Lots of people also need work to socialize. To stay sane.

    • @jean-phil
      @jean-phil 28 днів тому +9

      Life is more complicated than that, I used to do data entry but I lost that job 20 years ago when it was outsourced to India. So I went back to school and I got a degree in software engineering. After a few years developing software, nowadays I'm doing finance and paperwork mostly simply because it's easier and I get paid the same somehow. Both will probably be automated somehow at some point by AI. Then I'll just go back to school to find something else. Don't forget work is basically doing something someone else does not want to do. There will always be something someone does not want to do. At least until we have robots doing everything.

    • @vijayrangan
      @vijayrangan 28 днів тому +5

      @jean-phil 100% . Life is more complex which is why it can't be summarised to AI will "allow" people to not do boring jobs.
      Really nice journey. I love your grit

  • @yousefsuliman
    @yousefsuliman Місяць тому +175

    Umm, I'm going to need AI model builders to take a vacation. Come on. Just let us get rich off our apps before you outdate us all a week after launching. Y'all have no chill.

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому +1

    • @varietygifts
      @varietygifts 28 днів тому +1

      ⁠@@jeffsteyn7174do you have an example apps that “use the models”? I have assumptions about what you mean but they’re hard to put into words

    • @saahil_ahmad_
      @saahil_ahmad_ 28 днів тому +1

      Or maybe you could collaborate with us and we could help you power your app with AI and make it better. What do you say?

    • @avaquest
      @avaquest 27 днів тому +2

      if your app is in that playing field, your probably not likely being creative enough with it. Creativity beats competition.

    • @TheRealTommyR
      @TheRealTommyR 26 днів тому +1

      lol - real.

  • @pjm17
    @pjm17 Місяць тому +46

    Yeah, but what is preventing SaaS companies from just pivoting their tech stack or integrating vAIs into their offering? Like trying to sell into these categories is extremely hard, even if the tech is cheaper, faster, better. These customers are exhausted.

    • @scott_strang
      @scott_strang Місяць тому +12

      Innovator’s dilemma, not worth disrupting their own business model - though the smart ones may acquire agentic companies and roll them into product.

    • @GeoMeridium
      @GeoMeridium Місяць тому +7

      Back in the final semester of senior year of college, I remember being excited to tell my career professor that I had a job offer.
      Initially, he seemed delighted, and asked, "what is the job offer?"
      "Sales", I replied. "Not my first choice, but base pay actually seems to pay rent."
      "Sales? Sales?!" He nearly collapsed before bursting into uncontrollable crazed laughter.
      "EVERYTHING IS SALES! EVERYTHING! EVERYTHING!!!"
      His laughter devolved into a choking wheeze, forcing him to pause and hyperventilate for a few minutes.
      Tears weeping from his wrinkled eyelids, he reaffirmed in a quieter voice, "everything is sales... everything... everything..."
      In that moment; I realized what I was in for, the dark reality of the working world.

    • @pjm17
      @pjm17 Місяць тому +1

      ​@@scott_strang The innovators dilemma is top of mind and commonplace at most orgs today. Although how previously relevant this concept has been, SaaS is a hyper aware segment to this notion since they previously implemented this exact playbook.

    • @AlejandroCaslo
      @AlejandroCaslo 29 днів тому +6

      Great point. These traditional SaaS will just buy these emerging vAIs and plug it with their existing customers. They own the last mile with customers, and Enterprise rip and replace software is not an easy switch.

    • @firsthelix6726
      @firsthelix6726 29 днів тому +2

      I guess there is some confusion here. SaaS is a business model that won‘t go anywhere. On the other side, Agents is a tech progression of the AI advancements. These are two different things. What will be the challenge for SaaS companies is to adopt their value proposition at a higher pace to avoid commoditization.

  • @gottahide7950
    @gottahide7950 29 днів тому +12

    25:50 what's the name of company she mentioned? 😅

  • @adamsonbanda6338
    @adamsonbanda6338 Місяць тому +57

    y'all feel how yc just drops gold everytime for those who are so far out on the other side of the world

    • @MAureliusHiggs
      @MAureliusHiggs Місяць тому +4

      Soon AI and technology will make these conversations start to fell less 'so far out on the other side of the world'.

    • @itzzme_aladin
      @itzzme_aladin Місяць тому

      Agreed

    • @louis3195
      @louis3195 29 днів тому +2

      just move to sf - it's common sense here

    • @adamsonbanda6338
      @adamsonbanda6338 29 днів тому

      @@louis3195 working on it

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому

  • @DarrenMegaHR
    @DarrenMegaHR Місяць тому +15

    A new OSI model has emerged, built atop the old. Agents exist at the Application Layer with LLMs/transformers as TCP and ML as IP.

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому

    • @jackfrostcm108
      @jackfrostcm108 7 днів тому

      TCP and IP will always be there at Transport and Network layers, but LLMs + Agents will work at the Application layer?

    • @darrenbounds
      @darrenbounds 7 днів тому

      @@jackfrostcm108 I'm using TCP/IP as an metaphor. ML is IP, LLMs are like the TCP and agents sit on the equivalent of the application layer.

  • @ljli
    @ljli 27 днів тому +6

    Everyone in this discussion is sooo articulate 🤯

  • @fhffvdhvb
    @fhffvdhvb 28 днів тому +9

    "Vertical ai" is made for specific industries and use cases. Addresses specific challenges, automating a workflow
    "Horizontal ai" is made for a broad use case across different fields/industries.

    • @Oleg-Melnikov
      @Oleg-Melnikov 24 дні тому +2

      OpenAI models = horizontal AI for everyone, Harvey = vertical AI for lawyers

  • @jjdorig9712
    @jjdorig9712 29 днів тому +7

    Light Cone Podcast - Vertical AI Agents Discussion Timestamps
    Introduction & Historical Context (0:00-4:04)
    - 0:00 - Discussion of progression in AI capabilities over 3-month periods
    - 0:05 - Introduction to vertical AI agents replacing enterprise teams
    - 0:17 - Evolution from OpenAI dominance to competitive landscape
    - 0:44 - Introduction of hosts Gary, Jared Harge, and Diana
    - 1:04 - Jared's enthusiasm about vertical AI potential
    - 1:28 - Prediction of $300B+ companies in vertical AI category
    SaaS Industry Analysis (4:04-9:09)
    - 4:04 - Historical context of SaaS evolution
    - 4:44 - XML HTTP request as catalyst for SaaS boom
    - 5:41 - Three categories of successful SaaS companies:
    1. Obviously good mass consumer products (won by incumbents)
    2. Non-obvious mass consumer ideas (won by startups)
    3. B2B SaaS companies (300+ successful companies)
    - 7:53 - Discussion of why incumbents didn't enter certain markets
    - 8:47 - Analysis of Uber's early regulatory risks
    B2B SaaS Deep Dive (9:09-12:28)
    - 9:09 - Analysis of why incumbents didn't dominate B2B SaaS
    - 10:34 - Discussion of bundling vs. unbundling in software
    - 11:35 - Enterprise software pricing models
    - 11:51 - Problems with traditional enterprise software
    Employee Count Changes (12:28-16:25)
    - 12:28 - How AI might change company employee scaling
    - 13:02 - Current unicorn employee counts (500-2000 employees)
    - 13:31 - Shifting hiring priorities with AI
    - 14:43 - Historical perspective on company building
    - 15:45 - Example of engineering approach to marketing
    Vertical AI Examples & Analysis (16:25-24:22)
    - 16:25 - Case for 300 vertical AI unicorns
    - 17:01 - Discussion of enterprise uncertainty about AI needs
    - 18:30 - Consumer vs. enterprise adoption patterns
    - 19:50 - Why vertical AI could be bigger than SaaS
    - 21:37 - Real examples of vertical AI companies
    - 23:53 - Case study of QA testing automation
    Customer Support & Specialization (24:22-29:01)
    - 24:22 - Analysis of AI in customer support
    - 25:51 - Example of developer support automation
    - 26:30 - Discussion of Power Help case study
    - 27:42 - Importance of vertical specialization
    - 28:38 - Why specialized solutions win over general ones
    Management & Scale (29:01-35:22)
    - 29:01 - Discussion of Coase's theory of the firm
    - 30:02 - Rippling case study
    - 31:06 - AI's impact on Dunbar's number
    - 32:16 - Example of AI-powered employee communication
    - 33:43 - Rippling's organizational structure
    Voice AI & Industry Evolution (35:22-40:04)
    - 35:22 - Discussion of AI voice companies
    - 36:17 - Case study of Salient in auto lending
    - 37:31 - Evolution of voice AI capabilities
    - 38:11 - Historical perspective on LLM applications
    - 39:23 - Rate of AI progress analysis
    Closing Thoughts (40:04-41:53)
    - 40:04 - Advice for founders on choosing verticals
    - 40:19 - Importance of finding boring, repetitive admin work
    - 41:34 - Final analogies to robotics
    - 41:47 - Closing remarks about targeting "butter passing jobs"

    • @jonathanjon1979
      @jonathanjon1979 20 днів тому +1

      Which program did you use here? Good detailed summary

    • @knowerlittle
      @knowerlittle 13 днів тому

      What is the name of the AI tool mentioned at 25:51 - Example of developer support automation?

  • @aga5979
    @aga5979 Місяць тому +8

    What exactly does it mean to do" vertical " integration. Why not top-down, diagonal? Native ? 360 degree ? Genuinely asking ...

    • @Creativeworld-123fs
      @Creativeworld-123fs 29 днів тому +11

      Vertical means, serving a industry from A-Z with your SaaS. you could choose any industry and build suite of tools for them to do everything they do.
      i.e: if you take milk manufacturing industry, your vertical SaaS would cover everything this manufacturing industry needs.... from getting the milk, storing, paying, selling, accouting every aspect is done by your suite of SaaS.
      This is why its called Vertical. You choose a industry, you go down deeeper and deeper

    • @chriscotton4207
      @chriscotton4207 29 днів тому +1

      It's a term not a catch phrase. It has a definition. I'm a vertical construction layout instructor. Meaning primarily MEP ( mechanical, electrical and plumbing) so we segregate civil, industrial, and vertical. ( Residential is not within my scope) Each industry utilizes cross industry definitions.

    • @DarshanShah1994
      @DarshanShah1994 19 днів тому

      great question and sensible answers.

  • @sokhibtukhtaev9693
    @sokhibtukhtaev9693 18 днів тому +3

    What company did she mention at 25:50? I couldn’t catch the name?

    • @themadmax83
      @themadmax83 12 днів тому

      Following

    • @adinas3417
      @adinas3417 7 днів тому

      I am also interested in that chatbot company name

    • @adinas3417
      @adinas3417 7 днів тому

      I am also interested in that chatbot company name

  • @Trremendo
    @Trremendo 29 днів тому +3

    Great video! Thank you so much for sharing this experience every video. Love from Italy and i’m sure that we’ll see you soon😊

  • @jacobsingh5517
    @jacobsingh5517 27 днів тому +9

    I started coding before AJAX, that's not what caused SaaS to happen. It was one of many improvements. The main thing was just the web and dynamic scripting languages which enabled it.

    • @pavallok
      @pavallok 21 день тому +1

      Yeah I was thinking that. Also, they talked about QA as in testers, but there are many orgs that are much more efficient in their QA efforts and would not swap an human for an agent, not until "AGI". It is sad to see YC pushing the Altman agenda.

  • @bokchoiman
    @bokchoiman 29 днів тому +3

    As all of these things evolve, how much do the developers of this technology consider the impact on the job market? What is the future of work?

    • @NotAWiz4rd
      @NotAWiz4rd 28 днів тому

      The future of work is that humans do not have to work anymore because AI/robots will be able to do all the work for us. We‘ll just have to come up with the societal change to actually make that work.

    • @ikaikaboo
      @ikaikaboo 18 днів тому

      You can’t stop the tide

  • @cj-oj9ml
    @cj-oj9ml 22 дні тому +10

    Some great products have come through the Y Combinator pipeline - but this conversation feels extremely cold and out of touch to me. It’s hard to get excited about the prospect of AI taking away the jobs of entire teams.. feels very out of touch

    • @yotubecreators47
      @yotubecreators47 19 днів тому +1

      Excel when came out impacted jobs and created jobs

    • @cj-oj9ml
      @cj-oj9ml 19 днів тому +2

      @@yotubecreators47 That's cool. Excel and AI are not the same...

  • @christy99963
    @christy99963 15 днів тому

    Love this groups pace and energy. Appreciate the shared knowledge and experience. Keep it up!

  • @Chris-se3nc
    @Chris-se3nc 24 дні тому +7

    Use LLM for the hard unstructured text parsing. Stay with a deterministic code base written by humans for the rest.

    • @eyoo369
      @eyoo369 17 днів тому +1

      Yes this is key.

  • @ThinkAI1st
    @ThinkAI1st 23 дні тому +3

    Hunting for the boring repetitive jobs should be every AI startups focus. A friend and are building a basic MSP and have locked on with a client who employs many people to perform basic repetitive services. We get to look at this clients work efforts through our AI lenses and the number of opportunities we have categorized is a bit amazing. When time permits we are building out our flavor of an industry vertical agentic solution that we feel applies to multiple vertical service types of SMBs.

  • @fromduskuntodawn
    @fromduskuntodawn 14 днів тому +10

    This does sound like a dystopian nightmare tbh.

    • @ispinola
      @ispinola 4 дні тому +2

      Who is going to buy all this stuff if no one has a job? 1% and governments?

    • @thatomothapo450
      @thatomothapo450 3 дні тому

      ​@@ispinola It's also what I have been thinking to be honest, because what ends up happening is you layoff so many high income earners, lowering the tax base. In return the Tech giants make their money back (maybe) but in the end no one will have the money to spend if there is no job. Basically selling to businesses, banks where most customers won't even use the features

  • @laci272
    @laci272 21 день тому +1

    25:51: cap alid ai????? can you say it faster? did anyone understand the name of the 'best chatbot' ?

  • @gselan72
    @gselan72 27 днів тому +3

    being a person in the oil and gas industry - the problem is we believe that AI enabled apps would automatically share our confidential data with the rest of the world. Could you do a series on privacy of data if we use these LLM infused RAG data within our organisation...

    • @itsnotthat_
      @itsnotthat_ 26 днів тому

      just run models offline

    • @cascoopman
      @cascoopman 18 днів тому

      Privately hosted models, data processing agreements, data anonymization, …

  • @adamlimoges3256
    @adamlimoges3256 10 днів тому

    Great conversation. Thanks for investing time into this.

  • @DanielBrenes
    @DanielBrenes Місяць тому +2

    Would YC ever work with another Coinbase type startup? Or does their previous participation protect Coinbase from YC taking on another CEX startup?

    • @hony1717
      @hony1717 Місяць тому

      No they work with different Startups with the same isea

    • @rodrigo445678
      @rodrigo445678 17 днів тому

      At the early stage the idea isn’t what matters. Apply!

  • @douglee650
    @douglee650 23 дні тому +1

    Oh man any Y Store users out there? With the GUI prog lang where you click a button to insert command, then enter command instructs. Templates were LISP-y and quite flexible though

  • @whatifi-scenarios
    @whatifi-scenarios 29 днів тому +5

    CEOtech... they touched on this but glazed over it - but one of my biggest takeaways. We're working towards a model where insights and analytics and answers don't have to pass through seventeen layers of management to get to the decision makers... to the CEO or Founder or business owner. Even skipping over the CFOs and COOs and management. THIS is the big play.

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому

      You're right)

    • @thatomothapo450
      @thatomothapo450 3 дні тому

      Essentially leaving a single developer who will act as a project manager. No more junior, business analyst, data engineer, data scientist, scrum masters.

  • @ai4marketers
    @ai4marketers Місяць тому +5

    100%. The transformation will be insane! But also there'll be many more vertical AI agents than there are SaaS now. Current B2B/B2C soft cos are not super niche down bc they were difficult to build, but AI democratizes software the same way online manufacturer marketplaces democratizes e-commerce. We'll have Vertical AI Agents (companies) helping executives or highly driven people with every single task in every single niche.

    • @AIJay-Pro
      @AIJay-Pro 29 днів тому +1

      Same biz model as SAAS y'think? Subscriptions?

    • @ai4marketers
      @ai4marketers 29 днів тому +1

      @@AIJay-Pro Yeah 100%. Maybe a bit lower price than SaaSs, but you'd still have to pay for intelligence APIs. With software there's no marginal cost of replication, but with Agents you have to add Intelligence buying to the COGS (cost of goods sold). What do you think?

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому +1

      It's inevitable.

    • @whatifi-scenarios
      @whatifi-scenarios 29 днів тому +2

      The trick is going to be business moats - how to differentiate from every other company that is now quickly capable of doing the same thing. Feels like a land grab and the winners will be more those that nail the marketing and branding. A few will develop unique tech inside the stack - but a lot will be "wrappers". Kind of like all the car companies that surfaced initially and now we're down to a handful.

    • @ai4marketers
      @ai4marketers 28 днів тому

      @@whatifi-scenarios Yes!! Think about how many more clothing brands are there now than 20 years ago. Same will happen with software!

  • @Lucastos311
    @Lucastos311 7 днів тому

    At my company, we have an IT department that is protective of our SQL & cautious of any Apps/Scripts developed by employees who ACTUALLY have ideas on what can be done on local process levels. AI in a company like mine (Larger lumber/truss/panel company) Multiple locations/States etc etc. we need designers/production managers/inventory specialits to be using Claude/OpenAI etc and building now, but actually getting that deployed IS THE major holdup. Any advice on how to get this pushed forward. I imagine my company is 95% of the companies OUTSIDE silicon valley.

    • @Lucastos311
      @Lucastos311 7 днів тому

      Also BTW we use complex software that will take years to redesign as AI software, but an AI plugin- that help opperate that software like Revit or Autocad, is a much more helpful system in the near term. Why doesn't Mitek/Autocad & Revit have built in AI assistants rolled out already? How are they companies not deploying these tools within weeks?

  • @rajeshktrivedi
    @rajeshktrivedi 26 днів тому +4

    Can anyone really understand what this lady is saying? At 25:51, she mentions a dev tool company called capillary ai (or something), but Capillary is not a dev tools company. Even the Transcript on right is not clear ... Such a poor conversation!

  • @zaraka2
    @zaraka2 27 днів тому +2

    Would be nice if you made a small list in the description (or a written post somewhere) of all the companies/tools/products you talk about. Then I can easily find them all.
    Sometimes I try to type in the name of a product you mention on google but I can't find them - unfortunate for them!
    Surely some AI tool could do this for you without much effort :)

  • @jean-phil
    @jean-phil 29 днів тому +2

    21:05 "do random data entry or approvals or click the software" .. Yes and No ... the way I see it, it's more complicated than that. If you take "approvals" for example, that's not going to change, it's not like we are going to let AI approve anything. While AI might help analysing what needs to be approved and will make it more efficient, it's not going to remove that step. Regarding "random data entry", even if AI gets really smart, the reality is that Enterprises often have a lot of "legacy" systems and sure there is probably too much time spent on copying data between systems manually but if it's not something we have fixed via APIs yet, what makes you think AI will solve this ? ;p I mean, I like using chatbots to be more efficient and I'm sure there will be a lot of opportunities for vertical AIs but I think a lot of bureaucracy will remain. At least for the next 10 years, until Enterprises slowly switch to more AI friendly software/tools. You need to remember, a lot of software is custom and a lot of enterprises are quite niche, it can be hard for an AI to make sense of these. Sure Casetext appears successful but they "automated" a job (lawyer) that is very dependant on reading documents and with over 1 million lawyers in the States, it's a very common job somehow. I could see the same thing happening easily with programming for the same reasons. And sure there are other "quick" wins probably like the video game and film industry because both deal with digital information and sell digital products. But for the rest, not so sure. For example, I think these will take a longer time to be "profitable" for AI : retail, government, manufacturing and unpopular opinion : education. Finally, I don't know enough about finance and insurance to tell for these industries. Ok one last : "administrative work" .. it depends on what you think is "administrative work". Sure "scheduling tasks" and "organizational tasks" are easy wins. And maybe one "admin assistant" will be so efficient that, as a result, he/she will be able to work for multiple managers at once but I don't think it that it will replace them completely because some tasks can't be automated easily. Or maybe some will fire all admin assistants let the managers do the remaining work .. but that work will remain and more managers might be required as a result. Like you mention automating recruiting, sure it can automate some tasks .. but the whole job ? Again, I think it can be a great tool and will make people more efficient but will not replace entire teams. I mean, it will happen here and there but it will not have a massive impact on the job market until at least 5-10 years.

  • @fooruminsider
    @fooruminsider 28 днів тому +1

    Y'all validated my manager support concept i just did a presentation on and launching a startup in a few months.

  • @rhyspas6014
    @rhyspas6014 5 днів тому

    Selling a LLM vertical - construction , typically a lagging industry but with everyone using chat gpt it has bridged the gap in people “not being ready” for ai vs - yes I need this in my buisness

  • @RaviShaIn
    @RaviShaIn 6 днів тому

    Is there any link to Vertical AI website

  • @pratiyushb3963
    @pratiyushb3963 7 днів тому

    One word for YC: mind_blowing

  • @NicO-cm2xo
    @NicO-cm2xo 25 днів тому +3

    AI Agents will be disruptive but at the cost of many grounded hardworking people with benefit to the few owners

  • @joe_hoeller_chicago
    @joe_hoeller_chicago 21 день тому +1

    Nah, we already have a platform to build multiple use cases in prod that covers many verticals such as clinical, marketing, & agriculture. Including a few others I cannot list due to NDAs. We take a totally diff mathematical approach-experience matters.

  • @themadmax83
    @themadmax83 12 днів тому

    Anybody got a list of the examples they mention? Thanks

  • @stuartxmills
    @stuartxmills Місяць тому +13

    Automate your own problems. Edge angle for sure.

  • @Ari-pq4db
    @Ari-pq4db 27 днів тому

    Very insightful, keep them coming

  • @startupsuccess5212
    @startupsuccess5212 6 днів тому +1

    To respond to the comments about AI replacing staff: This is in fact the ultimate test of whether or not your AI passes the ACID test. If it is just helping or assisting, it's not there yet. If you suddenly don't need a staff member, now you are getting somewhere.

    • @bunnystrasse
      @bunnystrasse 5 днів тому

      ACID?

    • @startupsuccess5212
      @startupsuccess5212 5 днів тому

      @@bunnystrasse a conclusive test of the success or value of something.
      "crisis management is the acid test of leadership"

  • @dixonyamada6969
    @dixonyamada6969 Місяць тому +4

    garry's look as jared calls viaweb sucky is golden

  • @coupe97
    @coupe97 20 днів тому +1

    Undeniably we are living the start of the next World Wide Web boom. Currently LLM's are the big talk in tech, but even right now they are just a new born baby, all the big LLM companies are basically good at 1 thing, written language, as it only understands text. I think whichever company will get the Large Visual Model (LVM) right, will get a huge start in this AI boom

    • @DonjiKong
      @DonjiKong 11 днів тому

      How did you do that blue text?

    • @coupe97
      @coupe97 День тому

      @DonjiKong what?

  • @SaifFaruqui-f3x
    @SaifFaruqui-f3x 17 днів тому

    Who is the host second from left?

  • @kkb92-96x
    @kkb92-96x 22 дні тому +3

    If these AI Vertical agents are going to replace all the employees, whom are they going to see the products too? People don't have any income to buy anything.

  • @fabianosoriani
    @fabianosoriani 25 днів тому

    29:29 isn't the actual limit scaling equity and compensation? i mean, they just talked about how demotivated were the high level management at google to go after Uber, but if they DID go founder mode with G resources they would crush it.

  • @AIForHumansShow
    @AIForHumansShow 23 дні тому

    great conversation -- much enjoyment

  • @davidellisgrowth
    @davidellisgrowth 23 дні тому

    Appreciate the deep dive into vertical AI agents.

  • @jessejames6216
    @jessejames6216 29 днів тому +1

    Outstanding content ❤❤❤

  • @danielzxng
    @danielzxng 14 днів тому +1

    Virtuals protocol is where you can build these agents on the blockchain 👍

  • @yuliagoretaya
    @yuliagoretaya 18 днів тому

    Thank you! Very interesting!

  • @stefanianta6962
    @stefanianta6962 26 днів тому +1

    There should be a universal web based platform & protocol for development and monetization of AI agents following the immensely successful architecture of the DNA/gene agents. Working on a prototype. Connect if it sounds interesting. It should be the base for continuous innovation and re-skilling of billions of professionals.

  • @haodeng9639
    @haodeng9639 18 днів тому

    I'm still trying to figure out what SAAS is.....

  • @japethstevens8473
    @japethstevens8473 26 днів тому

    4:00 Er, didn't we used to call this action a Remote Procedure Call? It wasn't easy because there was so much comms and security baggage. SOAP made it a bit simpler. It all depends how you package it.

  • @fromduskuntodawn
    @fromduskuntodawn 14 днів тому +3

    Should this be titled: How to bypass complainers to replace their jobs without their approval?

  • @dilip.rajkumar
    @dilip.rajkumar 27 днів тому +1

    First of all, what is an AI vertical agent?

    • @applego6290
      @applego6290 27 днів тому

      AI vertical agent? means u don't need to get bunch of butter giver herd instead of count of little that fulfill your visons without efforts to extract butter with 100 hand. so it increase your human capacity as individuals.

  • @casanave1
    @casanave1 26 днів тому +4

    I feel like a new AI startup got their wings every time they said unicorn. Was waiting for them to say they've worked with hundreds of Fortune 100 companies. Can we get back to a unicorn meaning a once in an interval event? If you are finding them all the time, they are not unicorns. Could be great companies, industry leaders, but not a unicorn...

    • @javierserrano4695
      @javierserrano4695 11 днів тому

      Unicorns are called those startups that are worth at least 1 billion. That's it.

    • @casanave1
      @casanave1 6 днів тому

      @javierserrano4695 was the case when it wasn't normal. The term unicorn infers rarity, which will change over time as the norm for valuation shifts. This should not be used so loosely, as with this crew, or it (and they) loses all credibility. You start to assume all things out of their mouths are hyperbolic nonsense (insert a clip of dirty used car salesmen) vs. credible and measured statements from experts in the field.

    • @shawn_bullock
      @shawn_bullock Годину тому

      @@javierserrano4695 and that used to happen once an interval, now it happens a lot more than that

  • @GrowStackAi
    @GrowStackAi 16 днів тому +1

    AI is where possibility meets reality ❤

  • @S_gw2011
    @S_gw2011 11 днів тому +1

    Claude AI is the company they mentioned!

  • @kevinburrowes7743
    @kevinburrowes7743 27 днів тому

    Microsoft knew about Ajax before Google, and wanted to create an outlook online. However felt these super responsive web apps could impact their windows business

  • @startupsuccess5212
    @startupsuccess5212 6 днів тому

    I likI like what Jared said about the Engineering mindset being applied to other disciplines like marketing. As an Engineer, I always felt that I needed a "marketing guy" to sell the service. But in fact, this is not true, it just requires the same mindset to a different and messier field.

  • @moemixlol301
    @moemixlol301 23 дні тому

    The one thing AI hasn’t been integrated with is our financial world. As a digitally native agent the default rails for executing on this financial vector is crypto. AI agents in crypto are taking off like GOAT, ai16z, aixbt, Freysa AI. All are examples of these vertical agents I wish was mentioned lol

  • @natehaas1346
    @natehaas1346 7 днів тому

    Please enable the new 'ask' feature on youtube. its very helpful

  • @gunnarehn7066
    @gunnarehn7066 22 дні тому

    Integrating structures while differentiating the flows- + ”The content of a medium is another medium”+ ”Killing your Darlings” is a necessary prerequisite for disruptive State Transformation. ( Schumpeter on creative distruction)+ Nature’s EnMin primciple ( 2024 Nobel Laureate David Baker)+ ”Media as extensions of Man”, - it all adds up, right?😊

  • @securityinteractive
    @securityinteractive 27 днів тому

    I think you'll still need people to build teams, of real people, but what will change is where the team coordinator requires a greater understanding of the tools available, as well as a priority to automate tasks. There is a danger of the automated stacks rotting away over a period of time, with vulnerabilities not being noticed until it is too late. So security overview has to be a key part to automation. Unfortunately, security is generally a lower weight problem to startups.

  • @ababiya_worku
    @ababiya_worku 28 днів тому +5

    and here I am, still watching your videos after getting replaced by AI.

    • @huzaifamadni8271
      @huzaifamadni8271 28 днів тому

      Sorry for that. What was your job?

    • @person-jw7vb
      @person-jw7vb 27 днів тому

      Bro, what job were you doing ?

    • @bunnystrasse
      @bunnystrasse 5 днів тому

      you ok?

    • @person-jw7vb
      @person-jw7vb 5 днів тому

      @@bunnystrasse
      No he's not.
      Why do you think he isn't responding ?
      Bro definitely offed himself 💀

  • @lintonachmad6410
    @lintonachmad6410 Місяць тому +1

    the playing field is open.. and as Gary says the consumers will have choice. It's great that there won't be a monopoly on AI... or would we have the AI giants like how we have the tech giants??

    • @matthiashamacher1031
      @matthiashamacher1031 29 днів тому

      No Microsoft basically has a monopoly on AI. They are just hiding it a little bit. They own basically all the infrastructure that AI runs on and they have their fingers in many of the big AI startups so their monopoly is not going anywhere

  • @Agent221314
    @Agent221314 29 днів тому

    I can't find this mementic qa service?

  • @ClearGlassStudios281
    @ClearGlassStudios281 13 днів тому

    So how do i make a saas company? 😭😭

  • @jamesbertuzzi5759
    @jamesbertuzzi5759 17 днів тому

    Great podcast. Put a de-esser on the vocal path (lots of sibilance).

  • @robindas2986
    @robindas2986 3 дні тому

    One of the reasons the incumbents didnt get into B2B SaaS as most of them are getting into the infrastructure space - storage, compute and now chips for AI.

  • @hombresdehonorenespañol
    @hombresdehonorenespañol Місяць тому +8

    As a call center agent, i'm worried :(

    • @jawwadahmed5342
      @jawwadahmed5342 29 днів тому

      Learn data engineering. You’ll thank me later

    • @hombresdehonorenespañol
      @hombresdehonorenespañol 29 днів тому

      @@jawwadahmed5342 yes , because is very easy...

    • @recursion.
      @recursion. 29 днів тому +1

      worried? you should not be sleeping until you figure out the edge over these ai pos.

    • @idahsons
      @idahsons 29 днів тому +1

      Learn synthflow Ai and leverage your call center expertise

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому +1

      You're right. There is something to think about here

  • @mikev751
    @mikev751 9 днів тому +1

    Jared speaking makes me anxious

  • @Sirenita.Onoquichtic3
    @Sirenita.Onoquichtic3 16 днів тому +10

    These people are awfully calm about removing jobs in a society that requires them to survive, and provides little-to-no support for humans who are caught in the middle.

    • @rocknroll909
      @rocknroll909 10 днів тому +2

      None of them care. Or, at the very least, they just assume that the problem with just sort itself out with everyone becoming entrepreneurs with AI workers

    • @soydeedo
      @soydeedo 10 днів тому

      Yeah, I mean the reality is that if they don't do it, someone else will. There is no stopping "progress" so you might as well ride the train so you don't get left behind. But you could at least show a tiny bit of concern for the people in the departments that will be shredded down instead of only lamenting how you can't be completely honest with some of the people you're selling to because their jobs are threatened.
      There's no question that from a startup's perspective, AI is super empowering and you don't need to be bogged down by hiring as often as you grow. You can focus more on the work and innovation, but remember that you'll be selling a lot to established companies that already have employees and you're helping those companies trim fat - but that process is also putting people out on the street. At least acknowledge that truth.
      This will be both an incredible and very difficult time for humanity.

    • @rhyspas6014
      @rhyspas6014 5 днів тому

      They aren’t … you clearly have no idea how AI works

  • @boonkiathan
    @boonkiathan Місяць тому +1

    it's easy to claim that LLM will definitely be the XMLhttprequest of the AI movement.
    in the present tense,
    we are just like all the web 1.0 companies,
    all the energy is in the exploration
    tinkering with the tools of the day
    building something someone will want to use
    and thinking beyond making another chatbox plus X

  • @SrikantShirisha
    @SrikantShirisha 27 днів тому

    Why can't the incumbents in these vertical saas spaces at vertical agents to their offering?

  • @Investing_-ni3js
    @Investing_-ni3js 10 днів тому +1

    I find a lot of this discussion non-sensical and without substance. If you end up replacing humans with tech at the pace at which they are suggesting - what will the businesses do? Businesses exist to serve human needs - whether its B2B or B2C - its still human needs. So, if humans aren't part of the businesses - then would these techs serve other techs?

  • @abruptive
    @abruptive 22 дні тому

    Welcome to the party 🎈

  • @AbhishekJain118
    @AbhishekJain118 29 днів тому

    What is Vertical ?

  • @quantum_encrypt
    @quantum_encrypt 29 днів тому +4

    Look, if I ever realise I got an AI call from my CEO I would absolutely hate him 10x more.
    Humans will always prefer humans. 33:17

    • @Getrichwithme-zz
      @Getrichwithme-zz 29 днів тому

      Life does not stand still)

    • @easytaxsniper
      @easytaxsniper 24 дні тому

      @@Getrichwithme-zz that doesnt mean we should replace life with AI...

  • @rajeshktrivedi
    @rajeshktrivedi 15 днів тому

    If the Agents are getting all their Logic from LLMs, then what unique value are they adding except for being a protective layer around proprietary Enterprise Data. And if there are Billions of them, aren't they Copyable and Commoditized? The economic value doesn't accrue to Objects that are Copyable!

  • @rafaelribasdetoni2276
    @rafaelribasdetoni2276 21 день тому

    awesome, vertical ai agents are future!

  • @kylekotecha9931
    @kylekotecha9931 10 днів тому

    He made the comment about going to prison. That is one of the biggest challenges when building a business. The regulatory climate has held things back in a big way.

  • @AriseReaders
    @AriseReaders 28 днів тому

    Great learning

  • @Its_Alan_Paul
    @Its_Alan_Paul Місяць тому +2

    I'm Early and will build a Billion Dollar AI Biz just like in Cyberpunk 2077 ✌️💯

  • @SacredCASHcow
    @SacredCASHcow 27 днів тому +5

    so every company is just now selling AI agents who can do anything? So all companies are selling the ssme thing? The further you follow this rabbit hole the more you realize none of this makes any sense.

    • @lazymints
      @lazymints 26 днів тому +2

      no one really knows what’s going on at this point.

  • @GabrielWe
    @GabrielWe День тому

    8:30' talking about why Google would never invent Uber not even copy it once it's created and successful --> have you guys heard about Waymo???

  • @tjphoenix1908
    @tjphoenix1908 22 дні тому

    Have you guys heard of Adrian Portelli from down under? 🇦🇺
    Bro's a billionaire in his 30s turning over $100m/ year with zero employees, all automation

    • @eyoo369
      @eyoo369 17 днів тому

      He built a lottery / gambling coupon company. That is not difficult to run fully automated
      he's being pressed by charges right now as well

  • @pokeastuff
    @pokeastuff 26 днів тому

    The current maxium for Robots are Dull, Dirty, or Dangerous for what they should be taking over

  • @donTeo136
    @donTeo136 5 днів тому

    Theres data things that presence reveals. which is why people sit down together. Its not just words.
    Never the less Im up on crypto AI lets keep staying long. .

  • @JasonQuist-gh
    @JasonQuist-gh 6 днів тому

    It won't surprise me if this podcast was entirely AI Generated 😮
    Looks so real loool

  • @Agent221314
    @Agent221314 29 днів тому +3

    Technology enables us to solve problems. AI just speeds up our ability to solve specific problems. It will take our economy sometime to adjust to this new speed of problem solving. In that time there may be some growing pains from some problems not getting solved anymore and some problems arising that aren't being solved.

  • @darthvader4899
    @darthvader4899 Місяць тому +5

    what about Sideway AI Agents? I think they have even more potential and it is somewhere 100x bigger than Vertical AI Agents.

  • @MatheusLB2009
    @MatheusLB2009 16 днів тому +1

    I think Sillicon Valley wants more AI than what customers do. The only AI I use it GPT and Perplexity. The rest of them is just moronic and unreliable