Source: Newcomer
Investors are organizing around "AINS" (AI-Native Services) as a distinct category separate from traditional SaaS, with early examples like Crosby (an AI-powered law firm) leading the way. These companies are built from inception around AI capabilities rather than bolted onto existing software architectures, enabling different unit economics and competitive moats. If the framing gains traction with investors and founders, venture capital deployment and customer evaluation of tools could shift—particularly in professional services where incumbents have been slow to integrate AI.