AI service firms are commanding 30x multiples right now. Yes, thirty.
That's why a16z, Sequoia, and YC are chasing services, not SaaS.
Most agencies will see this and reach for the wrong move. They'll keep selling hours, bolt on AI, and cut headcount to pad the margin.
But that's playing the small game.
Here's why:
00:00 Why Services Beat SaaS
01:13 The $1 Software vs $6 Services Opportunity
02:52 Why Managed Growth Loops Matter
04:49 Agents, Loops, and Human Judgment
06:43 How Single Brain Powers AI Service Businesses
07:22 The Services-as-Software Manifesto
08:41 The New AI-Native Org Chart
10:13 Building Outcome-Based Offers
11:13 Final Thoughts