Sequoia maps a trillion-dollar services market by how easily AI agents can replace it
FinanceYF5 · x · 2026-07-21
Sequoia maps roughly $1T in services by how likely AI agents are to take them over.
- The chart splits work into quadrants such as Copilot territory, Autopilot territory, Watch, and Next wave.
- It argues that fields like insurance brokerage, IT managed services, payroll and compliance, claims adjusting, accounting and audit, KYC/AML, paralegal work, tax advisory, and some legal workflows are already moving toward full automation.
- The broader claim is blunt: services are becoming the new software.
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