Aug 28, 2025

The $10 Trillion AI Revolution: Why It’s Bigger Than the Industrial Revolution

Sequoia Capital's Konstantine Buhler presents an investment thesis on the AI-driven "Cognitive Revolution," framing it as a transformation larger and faster than the Industrial Revolution. The core of the thesis is the $10 trillion opportunity in automating the US services market and the shift in work from certainty to high leverage. Buhler outlines five current investment trends, including real-world validation over academic benchmarks and compute as the new production function, and five future themes Sequoia is betting on, such as persistent memory, AI-to-AI communication, and AI security.

Aug 16, 2025

Identity Fabric: How AI Enhances IAM & Modern Cybersecurity

Bob Kalka from IBM and Tyler Lynch from HashiCorp discuss the critical disconnect between managing human and non-human identities, which contributes to 80% of all cyberattacks. They introduce the concept of an 'Identity Fabric'—an AI-augmented approach to unify existing tools—and outline six key use cases and a three-phase strategy to address modern identity and access management (IAM) challenges.

Jul 30, 2025

2025 Cost of a Data Breach: AI Risks, Shadow AI, & Solutions

A breakdown of key findings from the IBM 2025 Cost of a Data Breach Report, focusing on the financial impact of breaches, the dual role of AI in attacks and defense, primary threat vectors, and actionable recommendations for improving security posture.