Services Are the New Software. Judgment Is the New Scarce Resource

A recent Sequoia piece made an argument that immediately felt familiar to me. Not because it repeated the phrase “Judgment Driven Development” word for word. But because it pointed at the same shift from a different direction. The article is here: Services: The New Software. Its claim is simple: the next generation of great companies may not look like software vendors at all. They may look like software and AI powered service providers. Instead of selling tools to people who do the work, they will sell the work itself. Instead of selling accounting software, they will close the books. Instead of selling legal tooling, they will draft the NDA. Instead of helping a team perform a process faster, they will increasingly perform the process directly. ...

March 21, 2026 · 8 min · Rami Pinku