AI MARKET FIT

AI MARKET FIT

Sequoia Capital: why the next Rockefellers are building AI startups right now

Inside Sequoia’s $10 trillion thesis on why AI is the new Industrial Revolution

Guillermo Flor's avatar
Guillermo Flor
Oct 30, 2025
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At Sequoia, they believe AI isn’t just another wave.

It’s a new industrial revolution but cognitive, faster, and more scalable.

In their internal presentation “The $10 Trillion AI Revolution,” Sequoia partners explained why AI is not just transforming technology, it’s transforming the structure of work itself.

The result? A generational opportunity to rebuild how humans produce value, an opportunity measured not in billions, but in trillions.


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