From the video on YC’s blueprint for the next trillion-dollar companies

Get The AI-Native Services Playbook

The companion guide to the video breaking down Y Combinator’s playbook (Startup School, with Charlie Warren) for building AI-native services companies — the bet that the biggest companies of the next decade won’t be software, they’ll be services firms (law, tax, insurance, audit, FDA consulting) rebuilt from scratch with AI doing most of the work and selling the OUTCOME, not a co-pilot. Inside: the big shift (sell the hole, not the drill); the 4 market tests to see if your industry is next (low trust, low judgment per task, high intelligence threshold, regulation as a moat); the 2 honesty tests (the Sam Altman test + the product-gap test) and the equipment trap; the 3 founder traits you need (domain, model, and operational fluency); why the operation IS the product and variance is the silent killer; the early-demand trap (cap your pilots — the pilot is the product, not revenue); how to price (per-unit or outcome-based; never cost-plus or undercutting); the P&L and "AI operating leverage" (traditional services cap at ~30% margins, the target is software-style 50%+ on a market 2–3× bigger); why building beats buying; and a 7-move checklist. Real examples: Panacea (YC, AI-native FDA regulatory work, outcome-based pricing) and General Legal (YC AI-native law firm, ex-Casetext + Cooley/Fenwick founders).

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