� YC’s Garry Tan: half of AI agent usage is in software, most verticals are open

Anthropic’s recent research on AI agents shows that 49.7% of agent tool calls are in software engineering. The next category, back office automation, is at 9.1%. Most other domains sit below 5%.

Healthcare is at 1.0%, legal at 0.9%, finance and accounting at 4.0%. Many industry verticals barely register in current agent deployment.

YC’s Garry Tan argues this leaves large parts of the market underpenetrated. While software agents are crowded, sector specific applications remain wide open.

The data suggests the next wave may be vertical, not horizontal.

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