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Sequoia Capital’s AI Overview: Where’s the White Space?
Silicon Valley VC firm Sequoia Capital is out with its latest AI overview, highlighting the untapped opportunities in the AI space as it compares to the cloud and mobile eras. With foundation models dominated by giants like OpenAI and Meta, Sequoia’s opinion is the real innovation lies in the application layer.
👉 FOUNDATION MODELS: Major AI players have stabilized the foundation layer, but custom cognitive architectures for domain-specific reasoning are where new value is being created.
👉 SHIFTING MODELS: The shift from selling software seats to selling service outcomes is transforming trillion-dollar industries, from legal services to cybersecurity.
👉 AGENTIC APPLICATIONS: Agentic applications that can perform complex tasks with reasoning are creating fresh white space across the knowledge economy.
Who is ready to seize the opportunity in AI’s white space and build the next billion-dollar company?
Thanks to Sequoia authors Sonya Huang & Pat Grady for doing and sharing.
Read the full report here: https://www.sequoiacap.com/article/generative-ais-act-o1/
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