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Sequoia Capital Cast

05/07/25

@ Sequoia Capital

When evaluating AI companies, it's crucial to differentiate between 'vibe revenue' and sustainable revenue that leads to durable behavior change among users.

Video

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

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Many AI companies today have raised significant funds but lack revenue, making it challenging to assess their long-term viability, similar to past speculative ventures.

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The current AI boom is enabling startups to generate real recurring revenue by providing software solutions to legitimate businesses, contrasting with previous crypto ventures that often lacked tangible use cases.

Sequoia Capital Cast

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Don't delude yourself into thinking you have real revenue when you only have vibe revenue; it can lead to problems later.

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Charging by activity and changing pricing based on workflows are effective strategies for AI companies, moving towards value-based pricing rather than cost-based pricing.

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Inspecting metrics like adoption, engagement, and retention is essential to understand how users interact with an AI product and its effectiveness.

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To succeed, AI companies need to understand their unit economics and how to price their services effectively based on the value they provide.

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The AI hype cycle is not about AI having zero value; it's about the reaction to fluctuating prices and the sustainability of current investments in AI.

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Enterprises must ensure that AI applications align with their business values and goals, rather than solely focusing on performance metrics.