@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
Voir la publication d'originePhoto 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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2PSG fans boycott Lyon over Ballon d'Or clash@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
Voir la publication d'originePhoto 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
Voir toutes les photos de Morgan StanleyLire le wiki de Morgan Stanley
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4Morgan Stanley unauthorized AI access2SpaceX $600 bull caseArc de Triomphe Paris FranceHidden gem movie recommendationRichard P. Feynman quote on fooling yourself2GTA 6 Discord collab promoCyberpunk: Edgerunners seasonsElla and Josh new photo2Nirvana anime opening theme CloverWorksRicardo Quaresma on young playersManga x AnimeBTS ARIRANG Billboard 200 milestoneDAVO's message to NeymarDon Toliver iPhone DuoCristiano Ronaldo goal still on Saudi league site3Nicole Kidman Vogue Australia coverChelsea Green retains WWE Women's Championship on SmackDown2PSG fans boycott Lyon over Ballon d'Or clash
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