Instead of selling software to traditional industries, a more defensible approach is to build vertically integrated companies. This involves acquiring or starting a business in a non-sexy industry (e.g., a law firm, hospital) and rebuilding its entire operational stack with AI at its core, something a pure software vendor cannot do.

Agencies can no longer rely on billable hours for tasks AI can automate. Their future lies in strategic consulting, helping clients navigate AI adoption, manage change, and develop custom AI agents and applications, which are currently unmet needs for most brands.

The new wave of entrepreneurship isn't about scaling large companies. It's about solopreneurs acting as "gig entrepreneurs" who master and customize a suite of AI tools to deliver bespoke, high-value outcomes for clients, effectively replacing the work of entire small agencies.

Startup Bisbee provides an AI agent that guides users through creating a new small business, from naming to branding. Their core thesis is that as AI displaces jobs, it will create a "cognitive surplus" of talent needing tools to start their own ventures.

Founders are stuck in a SaaS mindset, selling tools to existing service providers. The bigger opportunity is to build new, AI-first service companies (e.g., accounting, legal) that use AI to deliver a superior end-to-end solution directly to customers.

The significant gap between AI's theoretical potential and its actual business implementation represents a massive market opportunity. Companies that help others integrate AI and become 'AI native' will win, not necessarily those with the most advanced models.

The next evolution of SaaS involves selling entire, functional teams. Companies will offer 'agent swarms'—collections of specialized AIs for media buying, copywriting, etc.—that can be 'hired' to execute campaigns, fundamentally disrupting the agency and software models.

The business model is shifting from selling software to selling outcomes. Instead of creating a tool and inviting users, create pre-trained agents that perform valuable work. Then, invite companies to a workspace where this 'team' of AI employees is ready to start delivering value immediately.

The most profitable way to leverage AI tools without code is to package their output as a managed service. Instead of selling access to an AI, sell lead generation, process automation, or financial analysis on a monthly retainer, with the AI doing the heavy lifting behind the scenes.