Sequoia: AI shifts competition from systems of record to selling outcomes
FinanceYF5 · x · 2026-11-04
From a thread summarizing Sequoia's AI takes: software companies used to sell systems of record; AI companies can now sell outcomes directly — no longer 'software that helps lawyers work,' but the work itself. Competition is shifting to a services economy.
Quoted thread context: Sequoia's pragmatic AGI definition — a system that can be assigned a job, recover from its own errors, and see the task through is AGI in a commercial sense, philosophy debates aside.
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