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Levie expects startups to build agents for knowledge-work roles across industries, including life sciences, healthcare, legal work, and consulting. He cites coding agents as an early market, naming Replit, Cursor, Windsurf, Lovable, and Cognition, and sees substantial room beyond incumbents.
Ben Horowitz argues that AI applications can build defensibility through layered models, specialized data, and customer habits. Cursor uses 14 models, he says, and incumbents may retain users unless a rival is dramatically better, not merely comparable.
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