startups will be particularly well-positioned to win in one of the following 3 scenarios:
Incumbent saas players do not have legacy workflow dominance in that vertical
An AI-native workflow solves the most critical creative use case (collapsing the cost of creation and gaining right to workflow away from incumbents)
AI acts as a co-pilot empowering the user to coordinate across multiple existing Saas workflows. This is a particularly interesting category and could help create the next big super-app, especially in B2B.
However, the majority of AI startups today fall outside these 3 opportunity areas.