The AI Opportunity

The AI Opportunity

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Andrej Karpathy's 7 AI Billion dollar opportunities
Inside Karpathy’s Roadmap: how Software 3.0 Is Unlocking the Next Generation of AI-Native Startup
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Guillermo Flor
Y Combinator AI Startup School DAY 2 Recap
What Satya Nadella, Garry Tan, Andrej Karpathy and the Best Minds in AI Just Told Founders to Build Next
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Guillermo Flor
Y Combinator AI Startup School DAY 1 Recap
What Sam Altman, Garry Tan, Elon Musk and the Best Minds in AI Just Told Founders to Build Next
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Guillermo Flor
Outcome based AI is killing SaaS
A new wave of startups is ditching subscriptions to deliver guaranteed outcomes and it might be the smartest business model in AI yet
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Guillermo Flor
Companies don't know how and where to apply AI
AI Consulting/Education is just getting started and more needed than ever before
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Guillermo Flor

May 2025

The Next Big AI Opportunity: Buying Traditional Businesses and Powering Them with AI
The Emerging Playbook: Acquire Legacy Services, Add AI, Scale Fast
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Guillermo Flor
Sequoia AI Ascent: lessons by OpenAI, Nvidia, Anthropic, LangChain and Ramp
Inside Sequoia’s AI Ascent: The Most Actionable Insights for Founders from Nvidia, OpenAI, LangChain, and Ramp
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Guillermo Flor
Sequoia AI Ascent - AI might be the biggest opportunity in humanity’s history
Sequoia’s AI Playbook: The Agent Economy, Application Layer, and How to Win in 2025
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Guillermo Flor
8
Inbox → Autopilot: Why AI Personal Assistants Are the Next $100B Land‑Grab
AI Personal Assistants 2025: How LLM‑Powered Inbox‑&‑Calendar Bots Are Opening a $100 B Startup Opportunity for Investors and Founders
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Guillermo Flor
Why Mckinsey of AI is the biggest opportunity right now
AI Consulting Opportunity: Why a New “McKinsey of AI” Could Capture an $18 Billion Mid‑Market Services Gap
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Guillermo Flor

April 2025

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