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There’s $1T up for grabs for agent-first startups and this window is WIDE open. Probably 10,000+ niches.
How it plays out:
1. Every SaaS company follows salesforce and goes headless within 18 months
2. a new category of "agent-native" startups emerges that treat salesforce, HubSpot, workday etc as dumb backends. the startup IS the agent. the SaaS is just the database.
3. the entire consulting/services industry around enterprise SaaS gets compressed into software. the agent replaces the implementation team.
4. outcome-based pricing becomes default. nobody pays per seat when the "seat" is an agent making 10,000 API calls a minute. you pay when revenue hits your account.
5. the winning founders are ex-operators who understand a vertical workflow cold. the code is the easy part. knowing that a property manager spends 14 hours a week on lease renewals? that's the insight worth $100M.
6. distribution becomes the moat. when anyone can wire agents to APIs, the company with the audience and the brand wins. media + agents is the new SaaS. There’s a rush to incubate live/short form shows.
7. Silicon Valley goes all influencer. Roy lee gets this. Pat Walls gets this. Sam Parr gets this.
8. the first $1B agent-native company in each vertical will look nothing like the SaaS it replaced. smaller team, higher margins, no implementation cost, no churn from bad UX because there is no UX.
the fastest path to wealth right now: find an industry that still runs on dashboards, phone calls, and spreadsheets. build the agent-native version. charge per outcome. own the workflow end-to-end.
someone reading this right now is going to build a $100M company off this exact shift. tell me about it on the @startupideaspod when you do. Im rooting for you.
Less reading, less bookmarking, more building.
the last wave rewarded people who built pretty interfaces on top of ugly data.
I think this wave rewards people who build smart agents on top of exposed APIs.
Or who just build the APIs themselves
Here we go
AWS Director Shaown Nandi on their purpose-built AI chips:
“We took these unique tasks and built a specialized chip that could do a lot of those low level tasks automatically, making them more secure, more private, and most importantly, more performant, more cost effective.”
Watch the full episode: https://t.co/W0kd2HOBRF. Presented by @awscloud.
@annamerlan@WIRED I appreciated the article. As a parent of a child with autism, it’s disheartening to see debunked theories about autism’s causes still being promoted. This misinformation creates unnecessary challenges for parents striving to support their children.
@theallinpod@sama Sam said a lot of words but somehow said nothing. Y’all asked good questions. The rest of the pod was great as usual. Kinda irritating that u r so good at it! :-).
@IanColdwater If you listen to the whole thing he was making a bit of a comparison, a poor one, between basic income and how it would work with GPUs. The whole interview was a bit of a nothing burger. The art of talking for an hour and saying nothing.
I’m Josh Martin, a 21 year old organizer from Houston, TX.
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