Sign up to save your podcasts
Or
Share Mayfield's Navin Chaddha on the $5 trillion AI services revolution
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Mayfield's Navin Chaddha on the $5 trillion AI services revolution
This week on StrictlyVC Download, Mayfield managing partner Navin Chaddha joins Connie Loizos at our event in Menlo Park to break down why the $5 trillion services sector is ready for AI disruption. Navin, an early investor in Lyft, Poshmark, and HashiCorp, explains why the next wave of winners in this space will combine human and AI teammates to deliver outcome-based services with software-like margins. They dive into why legacy firms like Accenture and McKinsey are vulnerable, what makes a true “AI teammate,” and how startups can serve the 100 million businesses priced out of traditional professional services.
Chapters:
00:00 - Introduction
02:05 - Why AI will transform the $5 trillion services industry
05:09 - Lessons from offshoring and the path to AI-powered services
09:22 - The rise of outcome-based pricing and AI margins
10:48 - Backing Groove: A case study in AI-driven security
13:06 - The innovator's dilemma for Accenture and McKinsey
15:52 - Silicon Valley’s marketing problem around job displacement
18:22 - Long-term optimism vs. short-term pain
20:54 - AI valuations, the market disconnect, and FOMO is for sheep
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Connie Loizos & Alex Gove
4.7
2424 ratings
This week on StrictlyVC Download, Mayfield managing partner Navin Chaddha joins Connie Loizos at our event in Menlo Park to break down why the $5 trillion services sector is ready for AI disruption. Navin, an early investor in Lyft, Poshmark, and HashiCorp, explains why the next wave of winners in this space will combine human and AI teammates to deliver outcome-based services with software-like margins. They dive into why legacy firms like Accenture and McKinsey are vulnerable, what makes a true “AI teammate,” and how startups can serve the 100 million businesses priced out of traditional professional services.
Chapters:
00:00 - Introduction
02:05 - Why AI will transform the $5 trillion services industry
05:09 - Lessons from offshoring and the path to AI-powered services
09:22 - The rise of outcome-based pricing and AI margins
10:48 - Backing Groove: A case study in AI-driven security
13:06 - The innovator's dilemma for Accenture and McKinsey
15:52 - Silicon Valley’s marketing problem around job displacement
18:22 - Long-term optimism vs. short-term pain
20:54 - AI valuations, the market disconnect, and FOMO is for sheep
Learn more about your ad choices. Visit megaphone.fm/adchoices
More shows like StrictlyVC Download
View all
This Week in Startups
1,273 Listeners
a16z Podcast
1,040 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
519 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,317 Listeners
Equity
338 Listeners
Capital Allocators – Inside the Institutional Investment Industry
804 Listeners
Masters of Scale
3,998 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,207 Listeners
Grit
190 Listeners
Business Breakdowns
353 Listeners
No Priors: Artificial Intelligence | Technology | Startups
121 Listeners
The Ben & Marc Show
135 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
461 Listeners
AI + a16z
31 Listeners
Training Data
43 Listeners