ABOUT THIS EPISODE
I've spent 6 years studying businesses for Trends.vc. Lately a new kind of customer shows up in the companies I study: the AI agent.
Featuring: Paul English, Nick Gray, Benjamin Houy, Nikita Shamgunov, Ivan Burazin, Will Bryk, Guillermo Rauch, Zeno Rocha
Brought to you by:
Trends.vc: Discover new markets and opportunities.
HeadsUp: Know when your competitors move. Before your customers do.
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Chapters:
(00:00) Grading business models by who pays
(00:24) Why businesses beat consumers
(01:16) Agents work in the background
(01:45) Neon and Daytona
(02:26) Exa and charging by use
(03:01) Agents pick Vercel and Resend
(03:43) A new kind of customer
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TRANSCRIPT 🔗
Lately a new kind of customer shows up in the companies I study: the AI agent.
I grade business models by who pays, from a C for consumers to a B for businesses and an A for agents.
Businesses beat consumers on four counts:
- More urgency
- Higher prices
- Bigger budgets
- Fewer cancellations
Paul English co-founded the travel site Kayak. Then he launched a vacation-planning app called Lola. Within its first year his team found 80% of its use…
