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Y Combinator just released their latest Request for Startups, and there’s a fascinating focus on AI-Native Agencies.
The thesis is simple: Historically, agencies were hard to scale because growth required a 1:1 increase in headcount.
AI changes that. Instead of selling "hours" to help customers use software, the new breed of agencies uses their own proprietary AI tools to sell the finished product at 100x the efficiency.
This deeply aligns with what I’ve been seeing and building in the ecosystem. The real power move right now isn't just building another wrapper; it’s combining high-end services with proprietary IP.
A few reasons why I think this is the "Golden Era" for this model:
• Software Margins, Agency Results: You can finally achieve SaaS-like margins by automating the "boring" 80% of the work.
• The Feedback Loop: Unlike pure SaaS companies, an AI agency is "in the trenches." You see exactly where the AI fails in real-world scenarios, allowing you to iterate on your internal IP faster than any competitor.
• Vertical Integration: We’re moving from "selling a tool" to "selling the outcome." Clients don't want a seat on a platform; they want the legal doc, the ad creative, or the code delivered.
It feels like we are finally moving away from the "billable hour" trap toward a model where your value is tied to your tech stack and expertise, not your clock.
Tomasz Karwatka@tomik99
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