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Evan Lee
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Evan Lee
@theEvanLee
new verticals @elise_ai // prev @princeton
NYC Katılım Şubat 2016
595 Takip Edilen552 Takipçiler
@theEvanLee Hi Evan, how’s it going? I head up sports at Dexerto. I’ve just dropped you a message about your vid. Hope you’re well 🧡💙
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@theEvanLee i think took some film photos of you guys tonight!! if they turn out i’ll have to DM them to you!
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@theEvanLee Hi Evan, I hope you are well. I am a Reuters journalist. We are reporting the Knicks celebrations. Can you pls send me a message? Thank you. twitter.com/messages/compo…
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There’s $1T up for grabs for agent-first startups and this window is WIDE open. Probably 10,000+ niches.
How it plays out:
1. Every SaaS company follows salesforce and goes headless within 18 months
2. a new category of "agent-native" startups emerges that treat salesforce, HubSpot, workday etc as dumb backends. the startup IS the agent. the SaaS is just the database.
3. the entire consulting/services industry around enterprise SaaS gets compressed into software. the agent replaces the implementation team.
4. outcome-based pricing becomes default. nobody pays per seat when the "seat" is an agent making 10,000 API calls a minute. you pay when revenue hits your account.
5. the winning founders are ex-operators who understand a vertical workflow cold. the code is the easy part. knowing that a property manager spends 14 hours a week on lease renewals? that's the insight worth $100M.
6. distribution becomes the moat. when anyone can wire agents to APIs, the company with the audience and the brand wins. media + agents is the new SaaS. There’s a rush to incubate live/short form shows.
7. Silicon Valley goes all influencer. Roy lee gets this. Pat Walls gets this. Sam Parr gets this.
8. the first $1B agent-native company in each vertical will look nothing like the SaaS it replaced. smaller team, higher margins, no implementation cost, no churn from bad UX because there is no UX.
the fastest path to wealth right now: find an industry that still runs on dashboards, phone calls, and spreadsheets. build the agent-native version. charge per outcome. own the workflow end-to-end.
someone reading this right now is going to build a $100M company off this exact shift. tell me about it on the @startupideaspod when you do. Im rooting for you.
Less reading, less bookmarking, more building.
the last wave rewarded people who built pretty interfaces on top of ugly data.
I think this wave rewards people who build smart agents on top of exposed APIs.
Or who just build the APIs themselves
Here we go
Marc Benioff@Benioff
Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless 360. Faster builds, agentic everything. 🚀 #Salesforce #Agentforce #AI venturebeat.com/ai/salesforce-…
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@theEvanLee My sister has a masters from Oxford - wrote her thesis on AI and currently works in PE. One of the sharpest ppl I know. She’s interested in CoS roles in AI space. Can I have this doc w/ links for her?
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