VCs traditionally advise against early product expansion. But with agentic AI, which leverages existing metadata to solve new problems without building new screens, startups can rapidly add capabilities to meet customer demand for a single, unified agent, accelerating the compound startup model.

For AI-native products where the primary interface is just a prompt box, the traditional role of a growth team in optimizing activation diminishes. The entire activation experience happens via conversation with an AI agent, making it an inseparable part of the core product's responsibility, not a separate optimization layer.

The new generation of AI automates workflows, acting as "teammates" for employees. This creates entirely new, greenfield markets focused on productivity gains for every individual, representing a TAM potentially 10x larger than the previous SaaS era, which focused on replacing existing systems of record.

The most immediate ROI for AI sales agents is not replacing existing salespeople, but engaging the long tail of low-value leads or free trial users in a PLG motion. This "AI-Led Growth" creates a business model where none existed before.

Traditional SaaS was built for siloed human departments (e.g., sales, marketing, support). AI enables a single agent to manage the entire customer journey, forcing these distinct software categories to converge into unified platforms.

A bifurcated GTM strategy can de-risk entry into different market segments. For large enterprises with entrenched systems, lead with AI agents that integrate and augment existing workflows. For the more agile mid-market, offer a full-stack, AI-native replacement for their legacy tools.

AI tools are shifting power dynamics. By deploying AI agents for tasks like inbound lead qualification, CMOs can regain direct control over pipeline conversion—a function often managed by sales-led SDR teams. This elevates marketing from a cost center to a strategic, revenue-driving hero.

Similar to how mobile gave rise to the App Store, AI platforms like OpenAI and Perplexity will create their own ecosystems for discovering and using services. The next wave of winning startups will be those built to distribute through these new agent-based channels, while incumbents may be slow to adapt.

The current market of specialized AI agents for narrow tasks, like specific sales versus support conversations, will not last. The industry is moving towards singular agents or orchestration layers that manage the entire customer lifecycle, threatening the viability of siloed, single-purpose startups.