Lightcone Podcast Vertical AI Agents Could Be 10X Bigger Than SaaS
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Nov 22, 2024 Discover the emergence of vertical AI agents and their potential to disrupt traditional SaaS models, with predictions of countless billion-dollar companies arising in this space. The hosts dive into the transformative effects of AI on software sales, recruitment, and customer support, emphasizing hyper-specialization over general solutions. They also explore the contrasting strategies in team building within software firms and highlight the revolutionary impact of AI voice technology on industries like auto lending.
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SaaS Dominance
- SaaS dominates venture capital, comprising over 40% of investments and yielding 300+ unicorns.
- This highlights the massive, yet fragmented, nature of the SaaS market.
XML HTTP Request and SaaS
- XML HTTP request (Ajax) in 2004 was the catalyst for the SaaS boom, enabling rich internet applications.
- This allowed web apps to mimic desktop experiences, leading to innovations like Google Maps and Gmail.
LLMs: A New Paradigm
- LLMs represent a new computing paradigm, similar to the shift to cloud and mobile, opening up new possibilities.
- Just as with the rise of SaaS, the question becomes how to best leverage this new technology.