Sequoia Partner: Open-Weight Models Now Strategic, Apps Build Own Intelligence

agihouse_org · x · 2026-08-12

Sequoia Capital partner Sonya Huang argues that building on open-weight models has shifted from cost rationalization to a strategic imperative. Intelligence is the product, and companies want to own it. With frontier open-weight models and tooling, application companies are now investing in post-training, evals, and harnesses. Sequoia held a summit with portfolio companies like Harvey, FactoryAI, and Ramp.

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