POPA ReconAI's Next Trillion-Dollar Opportunity Isn't Software — It's Services
AI's Next Trillion-Dollar Opportunity Isn't Software — It's Services A new article from Sequoia Capital's Julien Bek argues that the next $1T AI company won't sell software, it will sell completed work, with AI operating behind the scenes. The industry is shifting from AI copilots, which help professionals perform tasks, to AI autopilots, which deliver the end result directly. Instead of helping accountants close the books, AI companies will simply close them. Today, software engineering accounts for nearly 50% of all AI agent usage, demonstrating that AI has already reached the point where…
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