Steve Jurvetson - Investing in Big Ideas
Published on Nov 24, 2015
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Steve Jurvetson - Investing in Big Ideas
Published on Nov 24, 2015
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The $10 Trillion AI Revolution: Why It’s Bigger Than the Industrial Revolution
Aug 28, 2025
The cognitive revolution is here—and it's moving faster than the Industrial Revolution. In this presentation, Sequoia Capital's Konstantine Buhler shares an investment thesis on artificial intelligence and why we believe this transformation represents a $10 trillion opportunity.
WHAT YOU'LL LEARN:
Why AI is like the Industrial Revolution, but compressed from 144 years to just a few
The $10 trillion US services market that's only 0.2% automated by AI
How work is shifting from "100% certainty" to "1000x leverage"
Why "FLOPs per knowledge worker" is the new production function
How to think about market sizing in the AI era
The technical challenges that represent massive opportunities
Why academic AI benchmarks are dead (and what matters instead)
The 5 investment trends happening right now
The 5 investment themes we're betting on next
00:00 - Introduction: The Cognitive Revolution
01:34 - Why AI = Industrial Revolution 2.0
02:39 - The $10 Trillion Services Opportunity
05:13 - Investment Trend #1: Leverage Over Uncertainty
06:38 - Investment Trend #2: Real-World Validation
07:31 - Investment Trend #3: Reinforcement Learning
07:56 - Investment Trend #4: AI in the Physical World
08:23 - Investment Trend #5: Compute as Production Function
9:15 - Investment Theme #1: Persistent Memory
10:10 - Investment Theme #2: Communication Protocols
11:09 - Investment Theme #3: AI Voice
12:23 - Investment Theme #4: AI Security
13:44 - Investment Theme #5: Open Source AI
14:31 - Conclusion: Compressing the Timeline