Vertical AI Agents Could Be 10X Bigger Than SaaS
youtube.com
Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.
Cowboy Ventures | Where we’re hunting in 1Q 2025

The end of incrementalism: how AI will reward maximalist start-ups
Philip Clarkphilipjclark.substack.com
