Data from Sapphire Venture's July Memo: 1. Publicly disclosed revenue from AI companies/startups

Influencers after building a simple UI with cursor

The ultimate AI agents market map No waitlists or delays — all are available to use today

Walmart used LLMs to improve 850m piece of data in their product catalogs, something that would have taken them 100x the headcount / time to do without LLMs

Distribution is the bottle neck Distribution is the bottle neck Distribution is the bottle neck Distribution is the bottle neck Distribution is the bottle neck

AI is flipping “execution > ideas” to “ideas > execution”

Join AI companies backed by Sequoia, Andrej Karpathy, YC and others getting listed on Soverin and improving your app/agent's distribution

Klarna CEO saying they are firing their SaaS providers even the "systems of record" that we thought were impossible to rip out. gone this is.....wild.

coding's yt moment is coming:

Where is the demand for AI apps and agents? 75% of our ~20,000 users are grouped into 3 categories: 1. Automation category: 51% of traffic 2. Enterprise category: 17% of traffic 3. Agents category: 7% of traffic

Vertical llm agents is the new vertical saas - the most straightforward way to generate $1B company ideas.

This is sick, we're putting our influencer outreach on full autopilot with a Lindy agent, and already getting a 78% response rate — 10x more than we thought 100% autonomous — sends messages, follows up, schedules calls, negotiates rates Saves us like 20h a week

Humans raise the ceiling, AI raises the floor

Andrew Wilkinson Lindy Lindy's great - here's a full list fo the best agents for every use case: we're building the marketplace for them soverin.ai/category/agent…

I don’t think we’ve fully priced in what it means that a SaaS can be copied in 24h with AI and what’s that’s going to do to the $500B+ SaaS market how it will play out: new saas software pops up left, right and center at lower prices and creator-led SMBs start to abandon their

My little prediction of 2025: As AI scaling is plateauing (steady amazing progress like microprocessors vs jumps), we'll begin to see more of a focus on products. Instead of a multi-modal architecture, there will be a focus on a multi-model architectures: how do we jointly train

GPT wrapper of ChatGPT itself makes $5M a month

YC on why vertical AI agents could be 10X bigger than SaaS:

the next wave of startups won't launch with marketing teams they'll launch with AI agents running everything 24/7 - from content to acquisition to analytics. this isn't future talk. quietly there are founders who are printing with growth ai agents right now (but they won't

Today's "DeepSeek selloff" in the stock market -- attributed to DeepSeek V3/R1 disrupting the tech ecosystem -- is another sign that the application layer is a great place to be. The foundation model layer being hyper-competitive is great for people building applications.