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SMB Operations|7 Mar 2026

Sequoia Capital, a major VC firm, just made a bold prediction: the next $1 trillion company won't sell you software.

Sequoia Capital, a major VC firm, just made a bold prediction: the next $1 trillion company won't sell you software.

The Story

Instead, it will sell you the actual *work* done.

Why It Matters

Forget just buying AI copilots for your team; the real shift is towards AI-powered services firms that *do* the work entirely. This means you’ll soon face competitors not selling tools, but delivering complete legal reviews, accounting closures, or consulting reports, often faster and cheaper. It's a direct attack on the traditional service model.

What To Do About It

My advice is simple: identify one highly repetitive, rule-based service your firm offers today and pilot an AI-driven automation for it, end-to-end. Don’t just assist staff; aim to deliver the *entire* output using AI, supervised by your experts. This isn't about replacing your team overnight, but about understanding how AI can become the core engine of your service delivery, allowing you to compete on speed and cost while maintaining your trusted human oversight. Start small, but think big about service transformation, not just tool adoption.

AI servicesservice automationlabor budgetAI competitionbusiness model innovation

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