The AI-Native Services Playbook baixar epub

What if the most valuable companies of the next decade don't sell software at all?

In April 2024, Emergence Capital published an article titled "The Death of Deloitte." The world's largest consultancy responded with a legal demand to change the title. That was the moment Jake Saper and his partners knew they were onto something.

The AI-Native Services Playbook is the first definitive guide to the business model reshaping a multi-trillion-dollar professional services market. Software companies sell the boat. AI-native services companies sell the catch. Instead of selling tools that help people work, these companies sell the outcome itself, and hold themselves accountable for delivering it.

Insurance brokerage, fund administration, healthcare revenue cycle, big law, tech consulting: every services market with high-volume, repeatable workflows is being rebuilt with AI at the core. This book captures what Emergence Capital has learned working alongside the early pioneers of the category.

Across ten chapters, the playbook covers the operational decisions that make or break an AI-native services company:

• Mirage PMF: the defining trap of the category, where revenue growth powered by human labor masks the absence of real AI leverage
• Team: why domain credibility is existential when you are selling the outcome, not the tool
• Delivery: why the implementation is the product, and the handoff from legacy systems is the hardest part
• Pricing: why AI-native services are the most natural home for outcome-based pricing in the entire AI economy
• Defensibility: how the work itself compounds into a durable data moat
• Metrics: how to know whether the AI is actually doing the work, or whether you have built a services firm financed with the wrong kind of capital
• M&A: why building organically almost always beats rolling up, and when acquisitions actually make sense

Practical, opinionated, and grounded in real company examples, this is a working manual for founders building in the category and a field guide for investors trying to understand it.

This is the first edition. The category is being written in real time, and so is this book.

Sell outcomes, not software.

ABOUT EMERGENCE CAPITAL

Emergence Capital is a venture firm built around a simple premise: to be early experts in emerging business models. An early backer of Salesforce and the sole venture investor in Veeva's Series A, the firm has built its reputation on recognizing new models before the market does. It coined the term "AI-native services" and works with the pioneers defining the category today.