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The AI agent market is fragmenting from generic copilots into vertical-specific agents for sales, support, IT, and knowledge, mirroring the evolution of the SaaS market. The key question is whether vertical players become entrenched or a horizontal layer emerges.
The article argues that the binary debate between FDE (full-stack deployment engineering) and internal teams for AI agents is a category error; instead, there are five distinct markets (Fortune 500, regulated org-wide rollouts; large enterprises department by department; vertical SaaS adding features; SMB/indie/solo; standalone vertical agent startups) each with different winners.