Quotesby GlyphJulien Bek quote, Mar 5, 2026
Partner, Sequoia Capital · Mar 5, 2026 8 months ago · Essay, Services: The New Software
The next $1T company will be a software company masquerading as a services firm.
Words found on the source page on Nov 6, 2026.
More from Julien Bek
- AI has crossed the threshold where it can do most of the intelligence work autonomously and leave the judgement to humans.
- But if you sell the work, every improvement in the model makes your service faster, cheaper, and harder to compete with.
- The work budget in any profession dwarfs the tool budget, and autopilots capture the work budget from day one. The higher the intelligence ratio in any field, the sooner autopilots will win.
On the same topics
- The solo founder is part of a list of maybe new archetypes that I think we’ll soon see a lot more of - and I’ll make both the pro and con case for each here: Solo founders Why: Solo founders can do 100x with AI, so they can ship a v1 when previously they couldn’t have before Why not: Maybe a team of cofounders still makes more progress.Unverified
- These days at a16z I’m mostly working on Speedrun , where we write the first check into brand new startups (up to $1M), and a lot of what we focus on is founder backgrounds/profiles. What are the right ones? How will the profiles change as we enter the age of AI?Unverified
- Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.
- Every company, every enterprise, every country would become an AI company...
- It’s rare to work with an unlimited token budget, but at OpenAI, that’s what all engineers, researchers, finance colleagues, and marketing folks do.
- Even in a world that is speeding up, it takes time to make changes inside a firm, let alone across an economy.
About this quote
- Said by
- Julien Bek, Partner, Sequoia Capital
- Where
- Services: The New Software
- Topics
- Startups, Enterprise AI
- Company
Sequoia Capital
- Source
- sequoiacap.com/article/services-the-new-software
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