a16z: SaaS incumbents strike back with agents, but AI-native startups still have a shot

a16z partner Seema Amble argues that enterprise software incumbents are embedding agent capabilities and striking back against AI disruption, while AI-native startups can still win by owning vertical, end-to-end workflows.

2026-09-04 ~ 2026-09-04 · 2 related posts

• a16z: Incumbents shift from retrieval to agentic action, but AI-native startups can still win — a16z · 2026-09-04
• a16z: SaaS Giants Fight Back With Agents, Vertical AI's Moat Lies in End-to-End Delivery — xiaohu · 2026-09-04