Sequoia Capital: AI is leading a $10 trillion revolution, grander than the Industrial Revolution

Wallstreetcn
2025.08.29 03:51
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Artificial intelligence is not just another technological trend, but a "cognitive revolution" that will surpass the Industrial Revolution in scale. Konstantine Buhler, a partner at Sequoia Capital, has sent a clear signal that one of the major goals of this revolution is the $10 trillion service market, where AI will give rise to a new generation of publicly traded giants and reshape the global economic landscape. It will focus on five major investment themes: persistent memory, AI voice, AI security, open-source AI, and communication protocols