Bad policy, bad character make bad politics: erratic tariffs, impulsive Iran war, blanket pardons, apparent corruption, weaponized justice, ICE brutality, mountainous deficits, hiding Epstein, abandoning allies and coddling enemies. Hoping for a course correction, for the country and for my party.
Sequoia (@sequoia) Partner @JulienBek tells us why the next $1Trillion company will be a software company masquerading as a services firm:
"Ultimately, if you look at the TAM today, for every dollar that you spend on software, $6 are spent on services".
"If you sell the tools, the models are getting better and better and so you're at risk... whereas, if you sell the services, you're actually delivering outcomes."
"Until now, we could really just go after the $1, but now with services first and human at the centre, we think you can capture the six".