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The tweet discusses how vertical SaaS is evolving to become voice-first with the help of faster AI voice models, opening new opportunities for developers, and highlights multilingual capabilities from Cartesia.
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.