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Bessemer Profile picture
Bessemer
@BessemerVP
For the entrepreneurs who want to build revolutions of their own.
Apr 1 • 7 tweets • 3 min read
1/ 40% of enterprise applications will embed AI agents by 2026. Yours might be one of them.

But how secure are they? 🧵 Image 2/ First, let's define what we're actually talking about.

An AI agent isn't just a chatbot. It has a persistent state, executes actions, handles complex tasks, and operates with strong reliability guarantees. Image
Jan 6 • 4 tweets • 1 min read
🚨 Now out: our new playbook for Vertical AI founders.

LLMs have opened a far larger market than vertical SaaS by enabling automation of complex, language-driven workflows.

Founders who pick the right starting point will pull ahead fast.

Our Good → Better → Best framework breaks down how to evaluate early ideas.👇Building in Vertical AI: The playbook for founders 💡 Good

→ Introduces a new capability that demos well and improves productivity.

→ Functional value is there, but the economic impact is limited.

→ Defensibility mostly comes from speed.
Bottom line: A useful starting point, but rarely enough to scale.