Fireside chat — AI native services - the next frontier of VC investing
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AI is creating a new business model: AI-native services companies that use technology to make traditionally difficult-to-scale professional services faster, more efficient, and more accessible.In this fireside chat, Dan Mishin, Founder of Manifest, and Jake Saper, General Partner at Emergence Capital, explore why AI-native services are becoming venture-backable and why the services layer could represent the next major frontier for venture capital.The conversation examines what distinguishes AI-native services companies from traditional software businesses and AI rollups, and why building from scratch can offer an advantage over retrofitting legacy businesses. Dan shares how Manifest is using AI to transform immigration law, while Jake explains what makes the model compelling from an investor's perspective.They also discuss how AI changes the economics of services businesses, the opportunities across industries such as legal and accounting, expanding access to professional services, and the importance of human adoption in scaling these companies.As software becomes easier to build, could the next major venture opportunity be in transforming the services themselves?Panelists: Dan Mishin, Founder, Manifest; Jake Saper, General Partner, Emergence Capital#AI #ArtificialIntelligence #VentureCapital #AIInvesting #FutureOfWork