Sangeet, I'm an AI entrepreneur and your posts always help to inform my worldview and strategy. Thanks for writing them! Can you say more about agent sophistication? How do you define it and how would you measure it?
I think this is a great playbook for Vertical AI startups, but need to account for crazy hype around AI Agents, that makes it very hard to stand out and try the unbundling move.
Very smart analysis. Horizontal AI is commoditized at this point: either GPT wrappers or foundational models. Industry use cases for AI are apparent, but require a much more focused approach. You have to get close to customers, intimately learn their processes and pain points, and figure out how AI can make these things more efficient/less painful.
Super solid analysis and insight. The sheer volume of AI offerings and 'AI-enabled' legacy software is making it clear that trying to construct a new operating structure for enterprises by stacking one disconnected brick at a time isn't the best way. Better to start with a Blueprint. Even if not perfect. Or wait for one to be developed at what you describe as the horizontal layer. But once a little more clarity - or FOMO - emerges, I can't help but believe we will see another version of 'everyone on the Cloud/SaaS' or 'everyone on SAP' or 'everyone on Salesforce' wave. The next one might be something like 'everyone on orchestrated Agents'???
Sangeet, I'm an AI entrepreneur and your posts always help to inform my worldview and strategy. Thanks for writing them! Can you say more about agent sophistication? How do you define it and how would you measure it?
Thanks for sharing how you see the market.
I think this is a great playbook for Vertical AI startups, but need to account for crazy hype around AI Agents, that makes it very hard to stand out and try the unbundling move.
Very smart analysis. Horizontal AI is commoditized at this point: either GPT wrappers or foundational models. Industry use cases for AI are apparent, but require a much more focused approach. You have to get close to customers, intimately learn their processes and pain points, and figure out how AI can make these things more efficient/less painful.
Too much value in this post! Thanks !
Super solid analysis and insight. The sheer volume of AI offerings and 'AI-enabled' legacy software is making it clear that trying to construct a new operating structure for enterprises by stacking one disconnected brick at a time isn't the best way. Better to start with a Blueprint. Even if not perfect. Or wait for one to be developed at what you describe as the horizontal layer. But once a little more clarity - or FOMO - emerges, I can't help but believe we will see another version of 'everyone on the Cloud/SaaS' or 'everyone on SAP' or 'everyone on Salesforce' wave. The next one might be something like 'everyone on orchestrated Agents'???