Sequoia: cloud grew software to $650B; AI opens a $10T+ services market
FinanceYF5 · x · 2026-11-04
From a thread summarizing Sequoia's AI takes: cloud computing grew the software market from roughly $350B to $650B; AI opens a far bigger prize — a services market worth over $10 trillion that machines are starting to take on.
The slide 'AI is the Fastest Wave Yet' charts AI's adoption curve outpacing every prior tech wave. Thread context: each wave creates billion-dollar companies, but AI reaches scale in years what took cloud decades.
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