Young startups have the advantage of being ai first from the get go. Their Ux their user data will all be a function of their ai first nature. As a result any agentic application (for example in a vertical like legal) will have the advantage of going from zero to one fast and iterating even faster thanks to the custom ux and data they have access to. Incumbents will win by adding agentic layers on top of compound products like notion is doing or zapier and integrate agentic workflows - but since they aren't ai native the ux will always feel off (think google v perplexity) and so there also is scope for disruption on this side of things as well
Young startups have the advantage of being ai first from the get go. Their Ux their user data will all be a function of their ai first nature. As a result any agentic application (for example in a vertical like legal) will have the advantage of going from zero to one fast and iterating even faster thanks to the custom ux and data they have access to. Incumbents will win by adding agentic layers on top of compound products like notion is doing or zapier and integrate agentic workflows - but since they aren't ai native the ux will always feel off (think google v perplexity) and so there also is scope for disruption on this side of things as well
Good descriptive essay. Nicely written. How do you stack the opportunity for young startups vs incumbents specifically tracking new use cases?