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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 🔥

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