How Darkroom built Shadow, an AI infrastructure platform, to capture institutional knowledge across the AI-native advertising agency stack.
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In March 2026, Sequoia partner Julien Bek published a piece called “Services: The New Software”, arguing that the next trillion-dollar company won’t sell software alone, but outcomes powered by AI and delivered as a service. For every dollar enterprises spend on software, they spend six on services. Advertising and marketing make up a large share of that spend, and AI is now good enough to change how the work gets done at scale.
Executive Briefing: Six announcements in 48 hours just changed how enterprise AI gets bought (+ 2 prompts for the new process)
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AI Market Report March 2026: Google’s price war, America’s shadow-banking energy play, and why the whole AI stack just fractured…
Watch now | Capital just moved. The question is whether the platform you’re buying can be built on.
Yes, AI can make workflows more efficient. No, that doesn't turn a services company into a software company.
It will end really well or really badly
Why Greylock is taking a bet on the future of SEO.
It's a myth that end-to-end platforms and sheer data quantity yield efficiency. Most clients need modular solutions that work…
