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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.

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

Related Takeaways

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.

Scott Wu

05/04/25

@ Lenny's Podcast

AI is going to be the biggest technology shift of our lives, with the potential for explosive growth in the field, unlike previous tech revolutions that relied on hardware distribution.

Alexandr Wang

11/03/23

@ The Logan Bartlett Show

The next two to three years of AI development will define the future for decades to come, making it one of the largest economic projects in history.

Alexandr Wang

06/18/25

@ Y Combinator

Scale AI is evolving from a data labeling company to a leader in agent-driven technology, which is growing rapidly and is seen as an infinite market.

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.

Paul Buchheit

08/10/24

@ Y Combinator

The current AI landscape is rapidly evolving, with increasing investment leading to better outcomes, similar to the internet's growth in the 90s.

Sundar Pichai

05/16/25

@ All-In Podcast

The AI landscape is much larger than previous technologies, and there will be many successful companies emerging, not just a few winners and losers.

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.

Peter Diamandis

06/01/23

@ Tom Bilyeu

AI is going to play the biggest role in enabling exponential growth and impact for companies.