Parth Ahir

Are Full-Stack AI Startups the Future? YC Is Betting Big on AI That Doesn’t Assist—It Replaces.

Most AI startups today build tools to help existing companies work faster or smarter. But Y Combinator is doubling down on a much more ambitious vision: full-stack AI startups that don’t just improve industries—they replace them.

Instead of selling AI to law firms, why not build an AI-first law firm?

Instead of helping developers write code, why not launch a fully automated dev agency?

Why sell to customer service teams when you can eliminate the need for them entirely?

This new wave of startups reimagines entire verticals from the ground up—with AI at the core, not as a layer on top.

It’s a radical shift—from productivity tools to industry-level disruption.

The opportunity? Massive.

The risk? Equally massive.

Curious to hear what you think: Are full-stack AI companies the next big leap, or will human-centered businesses always hold the edge?

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John Campbell

That's a fascinating angle. Full-stack Ai feels like the Tesla of software it's building the whole experience end-to-end. I'm excited by the potential especially in verticals like healthcare or logistics. But I do think there's a trade-off less flexibility for users and slower iteration cycles.