Y Combinator. The Lightcone hosts work through why vertical AI agents — not horizontal wrappers — are the defensible shape for application-layer companies, with concrete examples and a clear-eyed take on which categories the model providers will eat. That is the anti-moat trap the article warns about, expressed as a positive playbook.
The Lightcone hosts work through why vertical AI agents — not horizontal wrappers — are the defensible shape for application-layer companies, with concrete examples and a clear-eyed take on which categories the model.
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