Charlie Warren
speaker
178 appearances
1 recordings
1 series
first heard Jun 2026
last heard 3 Jun
Charlie Warren’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Some of the biggest companies of the next decade won't be software businesses at all.
They'll be services companies like insurance carriers and law firms rebuilt from scratch with AI doing most of the work.
These are what we call AI native service companies.
And the markets are trillions of dollars in size, tax, audit, insurance, law, parts of health care and so forth.
This opportunity didn't exist even a couple of years ago.
But advances in the models have unlocked this new type of business where companies provide the outcome to the customer versus build a co-pilot that the customer uses internally.
These companies also look and feel different than most startups today.
In this video, I'll walk through a playbook for founders starting AI services businesses from scratch.
It's aimed at people thinking about starting a company, not if you're already running one.
I'll share some obvious and non-obvious elements of building these businesses that we've observed here at YC.
Topics include picking a market, forming a team, building the actual product, serving the customers, the P&L, and whether or not you should even buy a business.
One general comment before we get started.
We're still early here.
Like most things in AI, the market is moving fast.
We're learning as we go, but the early successes here should get you really excited.
First, picking the right market.
The same general advice for all startup supplies here with some important caveats.
You should pick a market you're excited to work in for a long time.
These companies still take a decade or more.
If you don't love some combination of the customers or the market or the technical problem,
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