Rebuilding white-collar work for the age of AI
The next frontier in AI isn’t merely selling software to business. It’s rebuilding the services sector around technology from the ground up.
At Airtree, we don't try to predict how markets will evolve. We leave that to the entrepreneurs at the forefront of their industries. But when we see a material shift in the types of businesses coming through the door, we take notice.
Over the last 12 months, that shift has been dramatic. Many founders we're meeting aren't planning to sell software into professional services firms. They want to rebuild those firms from the ground up, with technology and AI at the core.
It's a fundamentally different approach, and we think it points to where real value will be created in the AI era.
The productivity crisis
The Australian services sector is the dominant force in our economy, accounting for about 80% of national production and employing roughly 90% of the workforce. It's also facing a productivity crisis, with output lingering at pre-Covid levels.
