BREAKING: YC & Sequoia are pointing at the same massive opportunity: The next $1T company might be an AI-NATIVE Agency 🤯 For years, the default playbook was simple: build software for agencies. Now the smarter move may be: build the agency itself, rebuilt from scratch with AI. That is the shift YC is quietly pointing to in its Spring 2026 requests. And it fits perfectly with Sequoia’s thesis: the next $1T company may not sell software. It may sell the work. Most founders are still thinking about: - AI tools - copilots - assistants - software that helps people work faster But the bigger opportunity may be: AI-Native Service Companies. I broke this down in detail, including: - YC’s AI-native agency thesis - why this model can work so well now - the difference between AI in agencies vs AI-native agencies - which categories get disrupted first - 15 startups already moving in this direction Comment “AGENCY” and I’ll send you the link 🔥

𝐄𝐥𝐞𝐯𝐞𝐧𝐋𝐚𝐛𝐬’ 𝐏𝐫𝐞-𝐒𝐞𝐞𝐝 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤 📄 ElevenLabs is one of Europe’s breakout AI companies. From a $2M pre-seed at $9M valuation → to $300M ARR and $11B valuation in under 3 years. 🚀 Backed by Sequoia, ICONIQ, a16z, and Nat Friedman. I’ve compiled their original 2023 pre-seed deck. Inside you’ll see: 🔑 How they sold the story around fixing voice with AI 🎯 The GTM motion that made creators their first growth engine 🧩 The narrative that convinced investors to bet early This is the 15-slide doc that kicked it all off. Want the deck? 👉 Comment ElevenLabs and I’ll send you the link 🔥