Domu AI Executive Predicts Trillion-Dollar AI Services Model

Adriana Munoz Vergara, Chief Growth Officer at Domu Artificial Intelligence, asserts that the next generation of trillion-dollar companies will be AI-native firms operating as services businesses rather than tool providers. She argues that these companies will target labor budgets, which Bessemer Venture Partners estimates represent approximately 13% of U.S. GDP, rather than traditional IT budgets.

Vergara suggests the most successful AI services will maintain ownership of results within their own systems to create a closed loop for learning and improvement. She identifies regulated industries as ideal for this model because regulation mandates accountability for end-to-end outcomes.

This shift toward a services-oriented approach aligns with predictions from Sequoia Capital, which suggests the next trillion-dollar company will be a software firm masquerading as a services firm. To support this transition, Vergara cites Massachusetts Institute of Technology research on 300 public AI deployments, which found that specialists who own outcomes outperform internal enterprise AI pilots 3-to-1.