VCs Who Met Hundreds of AI Startups: AI Native Services Is the Next Big Bet
prasanna_says · x · 2026-08-26
VC investors Alok Goyal and colleague, after meeting hundreds of companies building AI native services, argue this is the next major bet.
- They believe AI has pulled venture attention back to the application layer
- Recurring debates include whether agents will replace SaaS and whether incumbents keep distribution advantage
- The two wrote a series of articles distilling observed patterns and their analytical lens; this is the first piece
More from Companies & People
- Meta's Mountain of GPUs Suggests It May Be Undervalued — Traditional-Chip8339 · 2026-08-26
- Factory, Reducto, and Exa to host AI deployment technical talks — maddiehfaulkner · 2026-08-26
- Paul Graham: Why Working on Your Own Projects is Key to Great Work — garrytan · 2026-08-26
- Steve Jobs' 1983 Speech Predicted the Internet, AI, and iPhone — HeyAmit_ · 2026-08-26
- OpenAI product head: Future models will exceed laptop resources — haider1 · 2026-08-26
- Indian AI Startup Sarvam Hires Senior GTM Lead for Document Vision — itsOmSarraf_ · 2026-08-26