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
1,291 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
538 Listeners
The a16z Show
1,095 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,356 Listeners
Equity
341 Listeners
Capital Allocators – Inside the Institutional Investment Industry
797 Listeners
Y Combinator Startup Podcast
229 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,190 Listeners
Dwarkesh Podcast
576 Listeners
No Priors: Artificial Intelligence | Technology | Startups
143 Listeners
Crucible Moments
92 Listeners
The Ben & Marc Show
130 Listeners
AI + a16z
33 Listeners
Uncapped with Jack Altman
42 Listeners
Cheeky Pint
50 Listeners