
Sequoia Capital partner Julien Bek argued the next trillion-dollar company will be a software business disguised as a services firm, selling both tools and outcomes. For every dollar spent on software, six are spent on services. LLMs are commoditizing AI-native SaaS products before they scale, making judgment the scarce asset.
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Summary by ByteBrief
OpenAl is reinventing ChatGPT to justify its $1 trillion IPO