Sequoia Still Thinks AI Is Software

When models eat your hot startup don't say I didn't warn you

Sequoia Capital, one of the most influential venture firms of the internet era, recently hosted a talk about AI’s Trillion-Dollar Opportunity. It's full of optimism, frameworks, and catchphrases about the coming “agent economy.” You can read some notes from the talk here.

But beneath the buzzwords, a deeper flaw emerges: Sequoia still thinks AI is softwa…