Sequoia at AI Ascent 2026: the next AI giants will sell the work, not the tools
FinanceYF5 · x · 2026-11-04
Sequoia's core thesis at AI Ascent 2026: cloud computing expanded the software market, and AI is set to expand the services market.
- Argument: the next wave of AI giants will sell the work itself, not tools or copilots
- Held this April with 150+ attendees including Hassabis, Karpathy, Brockman, and Boris Cherny
- The slide deck traces tech waves from 1960s semiconductors to 2020s AI
- The author compiled Sequoia's 12-point framework into a thread
Related event: Sequoia's AI Ascent 2026: AI Eyes the $10 Trillion Services Market(6 posts)→
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