The $10 Trillion AI Revolution: Why It’s Bigger Than the Industrial Revolution
发布时间 2025-08-28 09:01:24 来源
摘要
The cognitive revolution is here—and it's moving faster than the Industrial Revolution. In this presentation, Sequoia Capital's Konstantine Buhler shares an investment thesis on artificial intelligence and why we believe this transformation represents a $10 trillion opportunity.
WHAT YOU'LL LEARN:
🏭 Why AI is like the Industrial Revolution, but compressed from 144 years to just a few
💰 The $10 trillion US services market that's only 0.2% automated by AI
⚖️ How work is shifting from "100% certainty" to "1000x leverage"
⚡ Why "FLOPs per knowledge worker" is the new production function
📊 How to think about market sizing in the AI era
🔧 The technical challenges that represent massive opportunities
🏆 Why academic AI benchmarks are dead (and what matters instead)
📈 The 5 investment trends happening right now
🎲 The 5 investment themes we're betting on next
00:00 - Introduction: The Cognitive Revolution
01:34 - Why AI = Industrial Revolution 2.0
02:39 - The $10 Trillion Services Opportunity
05:13 - Investment Trend #1: Leverage Over Uncertainty
06:38 - Investment Trend #2: Real-World Validation
07:31 - Investment Trend #3: Reinforcement Learning
07:56 - Investment Trend #4: AI in the Physical World
08:23 - Investment Trend #5: Compute as Production Function
9:15 - Investment Theme #1: Persistent Memory
10:10 - Investment Theme #2: Communication Protocols
11:09 - Investment Theme #3: AI Voice
12:23 - Investment Theme #4: AI Security
13:44 - Investment Theme #5: Open Source AI
14:31 - Conclusion: Compressing the Timeline
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