Sequoia: AI Is a Computing Revolution, Not a Communications One
FinanceYF5 · x · 2026-11-04
A finance account recaps Sequoia's thesis: the internet changed how information is distributed, while AI changes how information is processed — and the latter is the far bigger shift. Sequoia also argues that while every tech wave creates billion-dollar companies, AI companies are reaching massive scale far faster: what took the cloud era decades may take AI only a few years.
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