AI MARKET FIT

AI MARKET FIT

The Sequoia AI Ascent Deck

The 20-slides by Sequoia on the agent economy, where value will accrue, and how founders should build next

Guillermo Flor's avatar
Guillermo Flor
Jan 20, 2026
∙ Paid

Hey everyone, my name is Guillermo Flor and I’m an entrepreneur and Angel Investor.

Sequoia’s AI Ascent is one of those rare events where the people closest to the frontier stop doing vibes and start doing maps.

It’s not “AI is big” content.

It’s: what’s actually changing, where value will accrue, and what builders should do next.

Today, I wanted to share a deck especially worth studying because it compresses the whole transition into 20 slides:

  • A clean definition of what AI really is: Create → Reason → Interact

  • Why this wave is the next platform shift after internet, apps, mobile

  • The “white space” chart showing where AI is about to re-write entire categories

  • Proof that AI is already shipping into real workflows (support, legal, engineering) not just demos

  • The speed of adoption: AI curves that look nothing like classic SaaS and early scale signals across consumer + enterprise

  • The big open question: AI’s $200B question

  • What’s coming next: moving from copilots to agents, then planning/reasoning, then reliability

If you’re building in AI (or investing in it), this is the kind of artifact you keep open in another tab while you plan your product and your roadmap.

PS: You can access my whole breakdown of AI Ascent here.

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