Services: The New Software
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Services: The New Software
By Julien Bek
Published March 5, 2026
The next $1T company will be a software company masquerading as a services firm.
Every founder building an AI tool is asking the same question: what happens when the next version of Claude makes my product a feature? They’re right to worry. If you sell the tool, you’re in a race against the model. But if you sell the work, every improvement in the model makes your service faster, cheaper, and harder to compete wi
By Julien Bek
Published March 5, 2026
The next $1T company will be a software company masquerading as a services firm.
Every founder building an AI tool is asking the same question: what happens when the next version of Claude makes my product a feature? They’re right to worry. If you sell the tool, you’re in a race against the model. But if you sell the work, every improvement in the model makes your service faster, cheaper, and harder to compete wi
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