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The AI-Native Services Playbook | Emergence Capital

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At Emergence, we believe AI-Native Services will be a defining business model of the AI era (read why here). But there's no playbook for it yet. The idea of selling a service powered primarily by AI wasn't possible until 2023. Founders building in this space are figuring out foundational elements of this new business model as they go. We aim to be the most diligent students of this emerging business model. We're working with the early pioneers of the category, both within and outside our portfolio, to document the lessons on how to build. Many of these lessons look quite different than how to build a successful software company. Some are counterintuitive. All of them are still evolving. This playbook is for founders and operators building (or considering) AI-native services companies. We'll update it every six months to capture the latest in how to build in AINS. If you're building here and have lessons to share, we want to hear from you. Domain expertise is a must have. In traditional

The AI-Native Services Playbook | Emergence Capital 415-800-1077 Contact Us X Linkedin Subscribe to Newsletter Menu The AI-Native Services Playbook Jake Saper Jake Saper Jake Saper Lotti Siniscalco Lotti Siniscalco Lotti Siniscalco Rishub Nahar Rishub Nahar Rishub Nahar Kabir Sial Kabir Sial Kabir Sial The Emergence Team 4:00 pm PDT March 30, 2026 4 MIN READ Image: 1. This is some text inside of a div block. emergencecap Spring 2026 Edition At Emergence, we believe AI-Native Services will be a defining business model of the AI era (read why here ). But there's no playbook for it yet. The idea

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