Sequoia argues the next trillion-dollar company will be a software-powered services firm: an “autopilot” that sells finished work to the customer, rather than a “copilot” tool sold to a professional. Its framing: “For every dollar spent on software, six are spent on services.”
It sizes the openings — recruitment and staffing at $200B+, supply chain and procurement at $200B+, insurance brokerage at $140–200B — and advises starting with work that is already outsourced, where a budget and a buyer exist.
Recruitment and staffing is on that list, and it is where Cloud Nine started: companies already had a budget for offshore hires. Software delivery is not on the list, and we think it belongs there — that is Cloud28 AI.
Our addendum: autopilots still need the people who hold judgment, and those people need somewhere to work and meet. That is Cupid Space, run by The Cupid Group.
Pick a row in Sequoia’s table and tell us which line item you would replace.
Our views, not investment advice.