"Bek's thesis suggests that the world's next $1 trillion company won't sell hardware or software as a product. Instead, it will sell an outcome, using AI-powered software to help deliver it, alongside human expertise."
"Instead of selling customer service software, these new entrants will deliver customer service for a client, similar to how business process outsourcing companies operate today."
"Bek points to companies like Robin AI and Legora in the legal space, Dwelly in real estate, and Dystyl AI in consulting as examples of firms already pursuing this outcome-based model."
Julien Bek, an early-stage investor at Sequoia, believes the future of business lies in companies that provide outcomes rather than software products. His blog post, 'Services: The New Software,' gained significant attention, suggesting that the next major company will leverage AI to deliver services directly, such as customer service or legal services. Bek cites examples like Robin AI and Legora, emphasizing the potential for numerous AI-native companies to emerge in various sectors, indicating a substantial market opportunity.
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