Andrew Ng at YC AI Startup School: Next Wave of Software Is AI-Native Agencies, Not SaaS

Y Combinator·medium signal

At Y Combinator's AI Startup School, Andrew Ng argued the next wave of software companies will be AI-native agencies delivering finished work product at premium prices with software-like margins — not SaaS selling seats. YC's 2026 roadmap confirms smart money flowing to vertical agents, infrastructure plays, and AI-native workflows replacing entire SaaS categories. The thesis: sell the outcome, not the tool.