Sequoia Partner: The market opportunity for AI is 10 times that of cloud computing, and the next form of AI agents is vertical domain intelligences
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Sequoia stated that the value of AI lies in the application layer, with the most prominent application category this year being code programming, which will also become the first turning point market category; AI training seems to be slowing down, and the research ecosystem is looking for new breakthroughs; in the coming years, AI agents will become a key part of the AI technology stack, further evolving into an "agent economy."
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