MARCH 2026 THESIS · JULIEN BEK SEQUOIA ╚ $1 vs $6

For every single dollar a company spends on software tools, they drop six dollars on services. The next multi-trillion-dollar era isn’t about building another dashboard to help someone do their job—it’s about using AI to actually do the job. The playbook right now is simple: don't build a new market. Look at the outside firms, agencies, and consultants your clients are already paying on retainer. Replace the vendor, not the internal employee. Use AI to heavy-lift 80% of the fulfillment, handle the high-level quality control yourself, and bill like an elite agency provider instead of a cheap software subscription. The window to lock down a vertical is short. What outsourced service are you replacing first? Drop it in the comments. #business #ai #growth #automation #entrepreneur