Autopilots capture the work budget — six dollars in services for every one in software

“A copilot sells the tool. An autopilot sells the work.” Copilots like Harvey (law) and Rogo (investment banking) make professionals more productive — the professional is the customer, takes responsibility for output, and pays tool-budget prices. Autopilots like Crosby (NDAs) and WithCoverage (insurance) sell the outcome directly to the company that needs it. “For every dollar spent on software, six are spent on services,” and autopilots capture the work budget from day one.

This explains the market sizing gap that LLM competition fragments markets from 3 incumbents to 300 identifies: the “3 to 300” explosion isn’t just fragmenting software markets — it’s unlocking the 6x-larger services market that software never addressed. The convergence is inevitable: “Today’s judgement will become tomorrow’s intelligence,” so copilots and autopilots will merge. But starting position matters because it determines where you can win customers now and begin compounding the data advantage that Context is the product, not the model predicts will be decisive.