FROM THE BOOK

Monetizing Agentic AI

Chapter 7 · The Agency That Already Has a Harness
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Conviction VC and the Year of the Agent Harness

Perhaps the most striking signal came from Conviction VC, the AI-focused fund founded by Sarah Guo. Conviction’s 2026 outlook declared the year’s defining theme to be the “Year of the Agent Harness”, using that exact word.

Their thesis explicitly distinguishes between the model (commodity) and the harness (moat), and identifies startups building harness infrastructure as the category where durable competitive advantage will concentrate. The firm is looking for companies building infrastructure that lets AI agents operate reliably and autonomously in production. That is exactly what an established agency encodes when it translates its human-run orchestration into software.

The Numbers Validate the Thesis

The numbers from early movers validate all of this. BCG estimates a $200 billion opportunity in AI-enabled tech services over the next five years. YC-backed 14.ai, a customer support agency founded by Marie Schneegans and Michael Fester, raised a $3 million seed round led by Y Combinator with participation from General Catalyst, SV Angel, and the founders of Dropbox, Slack, Replit, and Vercel, not to build a SaaS tool, but to run an AI-native agency that replaces entire customer support teams.

The company can integrate with a client’s support system within a day and begin clearing ticket backlogs at speeds no human team can match. Their framing is instructive: they do not sell software, they sell the completed work.

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