Sequoia sees a trillion-dollar opportunity in AI-native service firms

Companies like Sequoia believe there is a trillion dollars of value available in the category broadly called AI-native service firms. The thesis is straightforward: huge amounts of money are already flowing through service marketplaces and agency relationships, and AI is now capable enough to fulfill much of that work at a fraction of the cost. The combination of operator-level models like Astra, high-quality creative models, and unified API infrastructure means the barrier to capturing that spend is collapsing. Solo founders who understand how to assemble these layers before the market saturates are positioned to claim a meaningful slice of that opportunity.