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Julien Bek quote, Mar 5, 2026

Partner, Sequoia Capital · Mar 5, 2026 · Essay, Services: The New Software

But if you sell the work, every improvement in the model makes your service faster, cheaper, and harder to compete with.

Primary source

Words found on the source page on Sep 25, 2026.

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AI has crossed the threshold where it can do most of the intelligence work autonomously and leave the judgement to humans.Mar 5, 2026· Essay
The next $1T company will be a software company masquerading as a services firm.Mar 5, 2026· Essay
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.Mar 5, 2026· Essay

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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.Tomasz TunguzSep 23, 2026· Post
Every company, every enterprise, every country would become an AI company...Jensen HuangSep 15, 2026· Keynote
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.Gergely OroszSep 15, 2026· Post
Even in a world that is speeding up, it takes time to make changes inside a firm, let alone across an economy.Azeem AzharSep 13, 2026· Post
That’s a fair question at the dawn of the AI age when an app might take about as much time to build as editing a Youtube video. So this means average product retention will collapse, and the days of seeing >20% D30 will feel like a dream.Andrew ChenSep 8, 2026· Post
The future of marketing (and by extension, a large swath of product) is zero-sum and PvP - the abundance of apps/videos/pods/creators/experiences will mean we have infinity times more supply than demand.Andrew ChenSep 8, 2026· Post
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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