For decades, software has been sold by the seat. But the far larger prize has always sat next to it: the services that make software actually work. For every $1 spent on software, roughly $6 is spent on services.
AI changes who does that work. The winning companies of this era won't just sell tools to professionals — they will deliver the outcome itself, with AI doing the heavy lifting, capturing services revenue at software-like margins.
The distinction that matters is between copilots and autopilots. Copilots assist a human and compete with every new model. Autopilots own the work end-to-end and get cheaper and better with every model release.







































