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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.

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

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.

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.

SW

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.

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.

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.

A

Anthropic Cast

04/28/25

@ Anthropic

AI is one of the most consequential technologies, with the potential to impact nearly every industry.

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.

PD

Peter Diamandis

06/01/23

@ Tom Bilyeu

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

BS

Bipul Sinha

06/06/25

@ The Logan Bartlett Show

AI represents a shift towards productivity, automating knowledge activities, while also raising concerns about security and trust in digital interactions.