Services: The New Software

kept by eddie mar 06

Sequoia argues the next $1T company will sell work as an AI-native service, not a tool, capturing the larger services budget by automating intelligence-heavy tasks.

2026: This is AGI
Long-horizon agents that can figure things out autonomously are functionally AGI, and they will become widespread in 2026.
also on Sequoia Capital, #startups, #ai-agents, #software-engineering
Exclusive | The Fundraising Tactic AI Startups Are Using to Juice Valuations - WSJ
AI startups juice valuations by selling stakes to lead investors at a lower valuation, then offering shares to other backers at a much higher valuation soon after, as exemplified by Serval and Sequoia.
also on Sequoia Capital, #startups, #business-strategy
The Untrainable - Sarah Guo
As AI models commoditize measurable tasks, lasting value lies in 'untrainable' work requiring private data, trust, organizational change, and domain-specific authority.
also on Harvey, #enterprise, #business-strategy, #ai-agents, #software-engineering
Tracks vs. Trains: Why the Real Artificial Intelligence Boom Hasn’t Started Yet – Insights for 2026 – shawnHarris()
The AI infrastructure bubble is peaking in 2026, and value will shift to application-layer companies that leverage cheap, abundant compute to transform industries.
also on Harvey, #enterprise, #business-strategy, #ai-agents