AI Native Agencies Sell Outcomes Not Software And Investors Are Paying Attention [Forbes]
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Source: Forbes
Last month, Sequoia Capital published a thesis that reframed the entire AI market: for every dollar spent on software, six are spent on services , and AI is now capable enough to capture both. The firms moving fastest are not building tools for professionals to use, they are doing the work themselves and billing for the result. In February 2026, Y Combinator's Spring 2026 Request for Startups named AI-native agencies as one of its priority categories, with YC partner Aaron Epstein making the commercial logic explicit: "Now instead of selling software to customers to help them do the work, you can charge way more by using the software yourself and selling them the finished product at 100x the price." The framing captured what practitioners in B2B outbound had already started describing on social media. Alex Vacca , COO of ColdIQ, put it plainly: agencies that price on email volume are competing against a $500-a-month AI tool. Agencies that price on pipeline generated are competing ag
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