# Vertical AI Agents Could Be 10X Bigger Than SaaS

**Author:** Y Combinator
**Type:** Video
**URL:** https://www.ycombinator.com/library/Lt-vertical-ai-agents-could-be-10x-bigger-than-saas
**YouTube ID:** ASABxNenD_U

---

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.

