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We had a little too much fun with this year's Sequoia Capital ai "a scent" swag 😉 Excited for our third annual AI Ascent on Friday. cc Pat Grady Konstantine Buhler

It's going to be lit🕯️

Legendary jersey swap Alfred Lin

1/ Possibly biased but Pat Grady and Sonya Huang 🐥 dropped some gems at @Sequoia’s AI Ascent today:

Today's Training Data episode is very special because Pat Grady and I got to interview our dear friend Carl Eschenbach, CEO of Workday. Carl shares his vision for how Workday will be the system-of-record for a future workforce with human AND agent workers. HR-->AR.

1/ On Friday we gathered 100+ leading founders and researchers in AI to discuss the transformational opportunities ahead in our 3rd annual AI Ascent. Today we've released 4 videos from the event, with much more to come! Playlist 👉seq.vc/thm

Last week we hosted our 3rd annual Sequoia Capital AI Ascent, bringing together 150+ of the top founders and researchers in AI. Our star-studded speakers dropped hot takes and sparked inspiration for a standing-room-only audience: - jensen huang on token-generating AI factories as the

Sequoia Capital Jensen Huang of NVIDIA: * AI is the industry of the future. We're manufacturing tokens, not sneakers. AI Factories are the new industrial infrastructure. * We’re moving from "servers retrieving data" to "AI factories generating tokens" as the new economic engine. * Preserving

Sequoia Capital NVIDIA Chase Lochmiller of Crusoe: * AI data centers have become industrial-scale “AI factories.” Managing 100K+ GPU clusters requires extreme power and infrastructure capabilities—far beyond traditional data centers. * The bottleneck has shifted from chips to energy, steel, and

Sequoia Capital NVIDIA Chase Lochmiller Crusoe Sam Altman of OpenAI: * 2025 will be a year of agents doing work * 2026 will be about AI discovering new stuff (maybe scientific breakthroughs) * 2027 will be about the physical world, robots creating value * Adults use ChatGPT as a Google replacement. Young adults are using it as a

Sequoia Capital NVIDIA Chase Lochmiller Crusoe Sam Altman OpenAI Harrison Chase of LangChain: * Ambient agents are agents that listen to an event stream and act on it * Ambient agents are event-triggered and concurrent. Unlike chat agents, they act in response to background events and can run thousands of concurrent instances. They handle

Sequoia Capital NVIDIA Chase Lochmiller Crusoe Sam Altman OpenAI Harrison Chase LangChain Dan Roberts of OpenAI Strawberry 🍓: * Reinforcement learning is shifting from a “cherry on top” of the pre-training cake, to the main ingredient driving breakthroughs going forward * Imagine einstein-v1907-super-high had access to unlimited test-time compute. What new science

Sequoia Capital NVIDIA Chase Lochmiller Crusoe Sam Altman OpenAI Harrison Chase LangChain Dan Roberts Jim Fan of NVIDIA: * A new Physical Turing Test: when my trusty household robot can clean up the mess at home, that's it, that's the turing moment for robotics * Why is it so hard to solve the physical Turing test? Data. LLM researchers have it easy -- they have internet scale

Sequoia Capital NVIDIA Chase Lochmiller Crusoe Sam Altman OpenAI Harrison Chase LangChain Dan Roberts Jim Fan Mike Krieger of Anthropic: * The origins of MCP: It started from watching us try to implement a Google Drive integration, then another integration. And we’d made two completely different interpretations. And the third one we were queueing up was going to be completely bespoke. What’s

We liked what Agency investor Pat Grady had to say about the role of human agency in the agentic age on Sequoia’s latest episode of Training Data: “AI can reason through steps to get to a goal—but deciding what questions to ask, what objectives to set? That’s still a uniquely

The AI opportunity is massive, but only for those moving fast enough to seize it. Pat Grady Sonya Huang 🐥 & @konstantine share their thoughts on the opportunities and challenges in AI today, and why this is the time to "go at maximum velocity” in our 2025 AI Ascent keynote.

at Sequoia Capital ai ascent last week i spoke about why ai agents, even from companies like @microsoft @apple @google, fail + how to solve it with a simple fix

A strong start to the year at Snowflake. We delivered our first-ever $1 billion revenue quarter. Q1 Product Revenue grew an impressive 26% YoY. Given our strong results, we’re raising our growth outlook for the year. Our mission at Snowflake is to empower every enterprise to

From airplane wings to Dyson spheres, Paul Eremenko explains why physical engineering AI has lagged behind coding AI, and how @p_1_ai's approach to synthetic training data could change everything.

Software development is more than just coding. Introducing Droids -- the world's first software development agents. 🤖 Starting today, Droids are available for general access. Factory integrates with your entire engineering system (GitHub, Slack, Linear, Notion, Sentry) and