红杉资本给AI替代市场规模画了张地图，保险、会计、法务都在里面，看看你所在的行业会不会被智能体吃掉。
红杉资本发布分析，认为AI智能体正在替代传统服务业，涉及保险经纪（1400-2000亿美元）、IT管理服务（1000亿+）、薪资合规（500-700亿）、会计审计（500-800亿）、法务外包（360亿）等领域。下一波包括供应链采购（2000亿+）、药房后台（300亿+）、财富管理（300亿+）。他们的口号是“服务业即新软件”。
源：https://t.co/ey26bvT3Yy
源： x.com/rdominguezibar… Ruben @rdominguezibar Sequoia just mapped $1 TRILLION in services getting replaced by AI agents⚡ Already on autopilot: ▫️ Insurance brokerage: $140-200B ▫️ IT managed services: $100B+ ▫️ Payroll & compliance: $50-70B ▫️ Accounting & audit: $50-80B ▫️ Paralegal / LPO: $36B Next wave: ▫️ Supply chain & procurement: $200B+ ▫️ Pharmacy back-office: $30B+ ▫️ Wealth mgmt ops: $30B+ Their title says it all: "Services is the new software." The safest seat in this shift is inside the companies building the agents, not the ones being replaced by them. ▫️ Sequoia portfolio companies hiring right now: jackandjill.ai/jobs/collectio… ▫️ Remote roles at the best VC-backed startups: jackandjill.ai/jobs/collectio… Which one on this map surprises you most? 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 464 ⚡