Sequoia says the next trillion-dollar AI company will sell work, not software
rdominguezibar · x · 2026-07-27
Sequoia argues the next $1T AI company will sell work, not software.
- The thesis: copilots compete with model releases, but outcome-based businesses gain margin as models improve.
- It points to the rough split that for every $1 spent on software, about $6 goes to services.
- The winning pattern is not “AI for accountants” or “AI for lawyers,” but an AI accounting firm or AI law firm—services rebuilt on software infrastructure.
- The image maps large services markets where copilots may stay outsourced and where “autopilot” products can take over, including insurance brokerage, IT managed services, payroll/compliance, claims adjusting, accounting/audit, healthcare revenue cycle, mortgage origination, KYC/AML, paralegal/IPO work, tax advisory, and supply chain/procurement.
Related event: Sequoia Predicts Trillion-Dollar AI Firms Will Sell Work, Not Software(3 posts)→
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