The next $1 TRILLION company is NOT SOFTWARE

The next $1 trillion company is not going to be software. It's going to be this instead. I've been investing in startups for over 15 years, and this shift is the thing I can't stop thinking about. Stick around to the end because the reveal might change how you look at every AI company being built today. For every $1 on software, $6 is spent on humans doing the actual work. Accountants, lawyers, insurance brokers, recruiters, the list keeps going. Most AI startups right now are building the wrong thing. They're shipping tools that help professionals work faster. Sounds great until the next AI model comes out and the tool loses all of its margin overnight. Look at how Claude already swallowed half the SaaS tools founders were paying for for the last year. But if you sell the outcome instead of the tool, every new AI model makes you faster, cheaper, and better. You don't sell legal software, you sell the finished NDA. You don't sell insurance software to brokers, you sell the policy handled end to end. You don't sell accounting tools, you just close the books for the customer. So what does the next trillion dollar company look like? A software company that runs like a services firm. They don't hand you a product, they hand you the work done, and every time AI gets better, the work gets better too. Follow along for more founder education content.