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SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

AI is not just targeting the services market; it is also attacking the software market, creating opportunities in both profit pools.

Video

SC

AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote

@ Sequoia Capital

AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote

05/07/25

Related Takeaways

AL

Aaron Levie

02/20/25

@ Y Combinator

AI is set to expand the total addressable market for software significantly, as it enables companies to automate tasks that were previously unaddressed, leading to increased spending on software.

AN

Andrew Ng

08/30/23

@ Stanford Online

AI's value is currently concentrated in the tech sector, but there is a significant opportunity to expand its benefits across all industries.

YC

Y Combinator Cast

01/25/25

@ Y Combinator

AI is creating wealth by enabling businesses and products that were previously not economically viable, expanding the universe of possible startups.

SP

Sundar Pichai

05/27/25

@ The Verge

AI is a horizontal technology that impacts all areas of Google's business, from search to cloud services, and will drive new business opportunities.

JL

Joe Lonsdale Cast

05/17/25

@ Joe Lonsdale

AI may help existing dominant software as a service companies, but I believe there is significant potential for disruption in traditional service industries.

AN

Andrew Ng

08/30/23

@ Stanford Online

AI as a general-purpose technology presents numerous opportunities, and our focus should be on building concrete use cases to harness its potential effectively.

AM

Arthur Mensch

03/21/25

@ a16z

AI is a general-purpose technology that requires specialization for different industries and companies.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

The AI services market is at least an order of magnitude bigger than the cloud market was at its inception, with the potential for massive growth in the next 10 to 20 years.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

AI represents a market opportunity at least 10 times larger than cloud computing, indicating a significant shift in economic paradigms.