@FinanceYF5: AI is ending the SaaS era—Sequoia partner Julien Bek says the next trillion-dollar company won’t sell software, it will sell the finished work itself. Most people are still building AI copilots, but the real opportunity is to become the company that actually gets the job done.
Summary
Sequoia partner Julien Bek predicts AI will end the SaaS era; the next trillion-dollar winner will sell completed work, not software.
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Cached at: 04/21/26, 01:02 PM
AI Is Ending the SaaS Era
Sequoia partner Julien Bek says the next trillion-dollar company won’t sell software—it will sell the outcome of the work itself.
Most people are still building AI copilots, but the real opportunity is to become the company that simply gets the job done.
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