Craigslist → PwC: The $10 Trillion AI Opportunity Is Up for Grabs 🚨
How Every Line on PwC’s Capabilities Menu Is a Category-Defining AI Company Waiting to Be Built 🔥
In 2006, Craigslist looked like a badly designed website.
In hindsight, it was a map of future billion-dollar companies 🔥
Every link was a compressed market:
Housing → Zillow
Jobs → Indeed
Services → Upwork
Travel → Airbnb
Community → Reddit
And many more…
These weren’t random startups, they were verticalized workflows hiding inside a general marketplace.
Now zoom forward to 2026:
The next Craigslist isn’t a website, it’s the “Capabilities” menu of PwC and almost nobody is looking at it correctly.
PwC does $56.9B in revenue.
364,000 people.
82% of the Fortune Global 500 as clients.
Their services navigation isn’t marketing copy. It’s a catalog of:
• Pre-approved enterprise budgets
• Risk-priced deliverables
• Repeatable, compliance-shaped workflows
• Institutional trust already embedded
In 2006, every Craigslist category became a $1B startup.
In 2026, every PwC capability is a potential $10B AI-native company.
Because AI doesn’t just automate tasks but it compiles institutional labor into software.
Here’s the unlock most founders are missing:
The hard part of building enterprise AI isn’t intelligence.
It’s defining the deliverable, pricing the risk, and getting procurement comfortable.
Services firms already did that.
They spent decades:
• Standardizing workflows
• Packaging outcomes
• Encoding liability
• Creating repeatable, sellable units of work
AI now collapses the cost of producing those deliverables. The result?
Professional services become unbundlable the same way Craigslist was.
Only this time the surface area isn’t classifieds. It’s global enterprise infrastructure.
In this issue, we break down 🔥
Why Craigslist was a startup map
Why PwC’s menu is the next one
A full AI unbundling blueprint across audit, tax, cyber, deals, ops, workforce, ESG, finance, managed services, legal, agencies, BPO, and more
Specific company archetypes that can become category leaders
If you’re a founder: This is a company-idea machine.
If you’re a VC: This is a sourcing lens.
If you’re an operator: This is a roadmap to productize your own workflow.
Right now, most AI founders are competing in crowded categories.
Copilots, wrappers, chat tools, incremental automation…
Meanwhile, sitting in plain sight we have:
$50B–$100B services firms
With standardized deliverables
Embedded budgets
Enterprise trust
And workflows that AI can now compile into software.
This is not a feature opportunity. It’s a market replatforming.
If you’re serious about building something generational, this is where you look.
If you’re ready to build at that level, below is the blueprint 🔥
