Anonymous24 days ago
Sequoia Capital is making its boldest AI prediction yet: the next trillion-dollar company will be a services firm powered by AI agents that deliver completed work, not software tools. The thesis targets a $10 trillion global services economy — from accounting to healthcare to legal work — where AI "autopilots" replace human labor, a market at least an order of magnitude larger than the software industry. But with 90% of firms reporting no measurable AI productivity impact and bubble warnings mounting, the bet faces a demanding year of proof in 2026.