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cover of episode Vertical AI Agents Could Be 10X Bigger Than SaaS

Vertical AI Agents Could Be 10X Bigger Than SaaS

2024/11/22
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Lightcone Podcast
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Gary
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Gary认为垂直AI代理的潜力巨大，尤其是在B2B领域，它将像SaaS一样带来大量的创业机会，甚至比SaaS更大。他以SaaS的发展历史为类比，指出像AJAX这样的新技术范式如何催生了大量的SaaS独角兽企业，而LLM也正扮演着类似的角色。他认为，巨头更倾向于专注于少数几个巨大的大众消费领域，而垂直领域由于其专业性和复杂性，为初创公司提供了巨大的机会。Diana和Harsh也补充了一些观点，例如监管风险、用户体验以及企业软件的发展趋势等。

Deep Dive

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The episode introduces the concept of vertical AI agents and their potential to replace entire teams and functions within enterprises, comparing their impact to the rise of SaaS companies.
  • Vertical AI agents are poised to replace entire teams and functions within enterprises.
  • The progression of AI models is rapid, with significant improvements every three months.
  • Foundation models are becoming more competitive, with multiple players entering the market.

Shownotes Transcript

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, the hosts consider what effect vertical AI agents will have on incumbent SaaS companies, what use cases make the most sense, and how there could be 300 billion-dollar companies in this category alone.