@eviraThe billable hour was the ultimate safety net for knowledge work, but AI is flipping it into a trap. When drafting, research, and summarizing happen in minutes, clocking hours just screams inefficiency. Charts of the Week shows IT Services hitting decade lows versus the S&P 500, firms stuck on hourly billing will keep getting squeezed, while outcome pricing and productized services actually get rewarded
Ver publicação originalFoto de @evira· Aug 9, 2026· Morgan Stanley
The image is a financial chart showing the performance of IT Services versus the S&P 500 over time. A downward-sloping black arrow is drawn across the chart, indicating a significant decline. The chart has a clean, professional aesthetic. ON-SCREEN TEXT: AI Has Knocked IT Services To Decade Lows Consensus NTM P/E, IT Services v. S&P500 Source: CapIQ, Morgan Stanley (7/27/26) More charts: a16z.news/subscribe A16Z
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@eviraThe billable hour was the ultimate safety net for knowledge work, but AI is flipping it into a trap. When drafting, research, and summarizing happen in minutes, clocking hours just screams inefficiency. Charts of the Week shows IT Services hitting decade lows versus the S&P 500, firms stuck on hourly billing will keep getting squeezed, while outcome pricing and productized services actually get rewarded
Ver publicação originalFoto de @evira· Aug 9, 2026· Morgan Stanley
The image is a financial chart showing the performance of IT Services versus the S&P 500 over time. A downward-sloping black arrow is drawn across the chart, indicating a significant decline. The chart has a clean, professional aesthetic. ON-SCREEN TEXT: AI Has Knocked IT Services To Decade Lows Consensus NTM P/E, IT Services v. S&P500 Source: CapIQ, Morgan Stanley (7/27/26) More charts: a16z.news/subscribe A16Z
Ver todas as fotos de Morgan StanleyLer a wiki de Morgan Stanley
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