AI原生初创企业为何仍能击败传统企业

a16z's Seema Amble on why AI-native startups still beat incumbents: the incumbent owns the system of...

a16z's Seema Amble on why AI-native startups still beat incumbents: the incumbent owns the system of record, the startup owns the whole job. "Why do you need an AI-native startup if you've got Claudeforce... You've got all your data, and your employees are used to the product. So why another product?" "I absolutely still think there's a case for the AI-native startup, and it centers around the fact that the legacy incumbent is limited to their system of record, and they're not completing the end-to-end job." "Say a customer calls and says they got charged after they cancelled. Resolving that isn't just the customer going into the chat and saying 'Hey, I got overcharged.'" "The response there has to hit billing, it has to look at all the chat history, it has to look at the contract. That's not one system of record, that's the knowledge around that customer and everything it touched." "The opportunity for the AI-native startup is to say: we're going to own that entire end-to-end arc. That could be legal, owning everything from brief all the way through trial... It's really the concept of owning the end-to-end work." @seema_amble Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Lio co-founder and CEO Vladimir Keil joins a16z's Seema Amble and Elena Burger to discuss where AI-native startups have an advantage when incumbent software companies already own the customer, the data, and the system of record: Their answer comes down to the work that happens outside those systems. In procurement, a final price in an ERP can hide hundreds of emails, spreadsheets, supplier conversations, engineering analyses, and decisions across legal, finance, and operations. Vlad explains how Lio uses multi-agent systems to take on more of that end-to-end work, from sourcing and RFQs to negotiation, shipment tracking, and invoices. They also discuss how enterprises learn to trust agents with increasingly consequential decisions, why the last 20% of an internal AI build can require most of the effort, and what happens when both buyers and suppliers have agents working on their behalf. 00:58 Why AI startups still beat incumbents 04:19 The hidden work behind an $8K line item 06:18 Retrieval, process, policy, principal 09:27 The incumbent's internal conflict 14:48 What procurement actually looks like 21:13 Procurement at Boeing-scale 28:03 A bolt order, end-to-end 37:57 What a durable vertical AI company looks like 44:46 When both sides deploy agents YouTube: youtu.be/OTQ-lFsq7zA @askvladi @seema_amble @VirtualElena Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 9 🔄 10 ❤️ 45 👀 8853 📊 12 ⚡