Smart Young Founders Are Pivoting From Vertical Agents to Data, Robotics and Drug Discovery
nathanbenaich · x · 2026-10-21
Nathan Benaich (author of the State of AI report) endorses an observation that most smart young builders have recently pivoted away from vertical agents toward three new directions:
- Selling data / RL environments
- Physical AI, robotics and world models
- Wet lab / drug discovery
It signals a shift in startup momentum as the vertical-agent opportunity is seen as saturated.
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