Just watched Y Combinator's W25 Demo Day and something WILD is happening: Nobody's building AI agents anymore. Instead, the focus has dramatically shifted from Agents to Infrastructure Instead of creating more AI agents, the smart money and energy are now pouring into building AI tooling and infrastructure that empowers other people's AI agents. This shift is subtle but massive. As one founder put it, "We're building an AI agent that does X" has been replaced by, "2024-2025: We're building infrastructure that makes ALL AI agents 10x better at X." Why the Change? The AI agent market is rapidly becoming commoditized. Early experiments, like a Chinese AI agent that used open-source tools to autonomously navigate websites, went viral, but the core need now is for the foundational layers. Where the Opportunity Lies (Picks and Shovels for the AI Agent Gold Rush): Tooling Layer is Wide Open: Think of it like this: * AWS vs. building your own servers * Stripe vs. building your own payments * Twilio vs. building your own SMS Now, apply that to AI agents. The real opportunity is to become the "Stripe for AI agents" in your vertical. Don't build another chatbot. Build the infrastructure that makes every chatbot in your industry uniquely useful
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