Services are the new software

Sequoia's thesis is simple: the next wave of AI companies won't sell tools. They'll sell outcomes.

Software gave you the capability. Services give you the result. The difference matters when your buyer doesn't want to learn another platform — they want the work done.

This is where marketing is going. Not more dashboards. Not more integrations. Not another tool your team needs to learn.

The work. Done. Compounding. Every week.