πΊ Bessemer: A Framework for Evaluating AI-Native Services Startups
Bessemer lays out a three-part framework β market structure, delivery economics, defensibility β for spotting which professional-services markets are truly ripe for AI-native disruption.
β’ Professional services represent roughly 13% of US GDP, ~10x the size of the software industry, per Bessemer's earlier research.
β’ "Agent availability doesn't necessarily determine the market opportunity" β the firm warns not every services market becomes an autonomous, high-margin category just because agents can now do the work.
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