services-as-software
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JUN 16, 2026
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JUN 16, 2026 Business deep
44% of YC's Spring 2026 batch is the same company. That's the bet.
A founder analyzed all 196 YC Spring 2026 companies and found 86 share one shape, AI-native B2B Agent-as-a-Service: YC's 2024 vertical-agent thesis executed at scale, and a wager that speed beats defensibility.
11 MIN
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JUN 07, 2026 Business deep
Agents run Main Street: a16z's SMB bet and the vertical wedge underneath
In one week in June 2026, a16z published a manifesto declaring small businesses 'the next frontier for AI' and led three rounds for companies promising to run the business itself; the pitch is horizontal, but every winner is vertical.
15 MIN
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MAY 01, 2026 Business deep
Sequoia's 'this is AGI' keynote is not a forecast — it's a portfolio decision
At AI Ascent 2026, Pat Grady and Sonya Huang argued long-horizon agents are functional AGI, and the new claim is the meta-claim: Sequoia is now writing checks as if commercial AGI already arrived.
17 MIN
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APR 15, 2026 Business deep
Sequoia’s services-as-software thesis, in plain terms
Sequoia says the next $1T company will be 'a software company masquerading as a services firm,' a sentence that buries vertical SaaS as a category without ever naming it, and Harvey, EvenUp and Rillet are among the companies that fit.
28 MIN
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