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.