Are AI-native service companies VC-backable?
An AI-native service company delivers a traditional service, still through human professionals, but rebuilt so that AI does most of the work and the humans do the part that actually needs judgement.
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The AI-Native Services Playbook: An Operator's Guide
Sequoia says the next trillion-dollar company will be "a software company masquerading as a services firm." Emergence wrote a playbook on it. YC built a startup school module around it. a16z and Bessemer are committing billions to the thesis.
Who Is Actually AI-Native?
Ask McKinsey's chief executive how many people the firm employs and he gives an odd answer. Bob Sternfels told Harvard Business Review that the firm's workforce is 40,000 humans and 20,000 agents.