VC: Capability-adoption gap bigger than anything I've seen; AI investor talk goes public

avlok · x · 2026-09-27

Avlok reposts Aakash Kothari's recommendation of a presentation by Pat, citing one slide that captures an unprecedented gap between AI capabilities and real-world adoption.

The quoted tweet is Grady, who recorded a reflection on what's happening in AI for the Boston College Investment Committee (an LP). Originally an internal test run, partners encouraged him to share it broadly; he stresses it is not a sales pitch and posts the full video.

Related event: Sequoia Partner Shares AI Landscape Notes with LPs(3 posts)→

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