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.
Sources
Related Signals

Microsoft rolled out its Project Manager Agent worldwide in April 2026 as part of the Copilot 2026 Wave 1 release, alongside video meeting recaps and Community Agents in Teams.
10 Apr 2026
Salesforce overhauled Slackbot with 30+ new AI capabilities, turning it into an autonomous desktop agent that executes tasks via MCP integrations with Google Workspace, Microsoft 365, Notion, Workday, and 6,000+ apps.
4 Apr 2026
Salesforce embedded Agentforce AI agents into its Free, Starter, and Pro SMB Suites at no extra cost — capabilities previously locked behind $550/user enterprise plans now included in every SMB seat.
26 Mar 2026