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Vertical AI Agents Could Be 10X Bigger Than SaaS

As AI models continue to rapidly improve and compete with one another, a new business model is coming into view - vertical AI agents. The Lightcone 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.

Twitter & X: Product Lessons For Startup Founders

Since Twitter rebranded to X, the platform has added new features and implemented a few major updates to both its UX and algo. So what can founders interested in product design learn from all this? YC’s Tom Blomfield and David Lieb take a closer look at X to find what lessons there are for founders building consumer products.

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