Group 1 - The AI market has significantly evolved over the past four years, with the emergence of generative AI companies and a clearer understanding of potential winners [3][4][33] - Core players in the LLM market include Anthropic, Google, Meta, Microsoft, Mistral, OpenAI, and X.AI, with several companies showing strong performance in benchmarks and widespread adoption [6][8] - The revenue growth of foundational model companies has reportedly reached billions of dollars within three years, driven by partnerships with major cloud providers [5][6] Group 2 - The legal market is currently led by companies like Harvey and CaseText, with new startups emerging to address specific workflows [11][12] - In the medical documentation sector, key players include Abridge, Ambience, Commure/Athelas, and Nuance, with a focus on expanding their products across the healthcare continuum [13][14] - The customer experience market in the U.S. has consolidated around a few core startups, with existing giants like Intercom and Zendesk integrating generative AI features [15][16] Group 3 - Future important areas for investment include accounting, compliance, financial tools, and sales tooling, with several exciting companies already in these fields [20][21] - The transition from traditional AI chat tools to agentic workflows is becoming significant, with many startups developing frameworks to support this shift [25][26] - AI-driven roll-ups are gaining traction as a strategy for faster adoption and economic benefits, emphasizing the need for organizational restructuring around AI tools [27][28] Group 4 - The AI market landscape is clearer than ever, with established leaders in early generative AI markets like code and law, while new markets are maturing and ready for disruption [33]

[Music] Hi everyone, I'm Yogi. I work at Faxet, a financial data and software company. And today I'll be sharing some of my experience while building agent.In last few years we have seen tremendous growth in AI and especially in last couple of years we are on exponential curve of intelligence growth and yet it feels like when we are develop AI applications driving a monster truck through a crowded mall with a tiny joysticks. So AI applications have not seen its charge GPD moment yet. There are many reasons ...