Sequoia: next-gen AI apps must deliver 10-40x gains, not 10-40%

FinanceYF5 · x · 2026-11-04

From a thread summarizing Sequoia's AI takes: first-wave AI apps boosted employee productivity 10–40% — useful but not a step change. The next generation must deliver 10–40x improvements: 'from faster horses to cars.'

Quoted thread context: AI is a computation revolution, not a communication one — the internet changed how information is distributed, AI changes how it is processed, a far bigger shift.

Related event: Sequoia at AI Ascent 2026: AI Targets the $10 Trillion Services Market by Selling Work, Not Tools(15 posts)→

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