@prefix : . @prefix schema: . @prefix owl: . @prefix rdfs: . @prefix rdf: . @prefix xsd: . @prefix skos: . @prefix prov: . # ── Document ──────────────────────────────────────────────────────────────── : a schema:CreativeWork ; schema:name "Sequoia AI Ascent 2026 Knowledge Graph"@en ; schema:description "RDF knowledge graph of Guillermo Flor's breakdown of Sequoia's AI Ascent 2026 analysis: three talks, their claims, metrics, waves, inflections, stages and stories."@en ; schema:about :article ; schema:isBasedOn ; schema:dateCreated "2026-11-03T00:00:00Z"^^xsd:dateTime ; schema:dateModified "2026-11-03T00:00:00Z"^^xsd:dateTime ; schema:author . # ── Ontology ──────────────────────────────────────────────────────────────── :ontology a owl:Ontology ; schema:isPartOf :article ; schema:name "Sequoia AI Ascent 2026 Knowledge Graph Ontology"@en ; schema:description "Lightweight ontology for the talks, claims, metrics, waves, inflections, stages and stories in Guillermo Flor's breakdown of Sequoia AI Ascent 2026. Each class specializes a schema.org type; claims and quotations reuse schema:Claim and schema:Quotation directly."@en ; schema:identifier "https://www.theaiopportunities.com/p/sequoia-ai-ascent-2026-the-future"^^xsd:anyURI . :Talk a rdfs:Class ; rdfs:subClassOf schema:CreativeWork ; rdfs:label "Talk"@en ; rdfs:comment "One of the three Sequoia partner talks summarized in the source (Grady, Huang, Buhler)."@en ; rdfs:isDefinedBy :ontology . :Metric a rdfs:Class ; rdfs:subClassOf schema:QuantitativeValue ; rdfs:label "Metric"@en ; rdfs:comment "A quantitative statement from the source, preserved with its exact wording in :statedValue."@en ; rdfs:isDefinedBy :ontology . :Wave a rdfs:Class ; rdfs:subClassOf schema:DefinedTerm ; rdfs:label "Technology Wave"@en ; rdfs:comment "One additive layer in the stack of technology waves that powers AI."@en ; rdfs:isDefinedBy :ontology . :Inflection a rdfs:Class ; rdfs:subClassOf schema:Event ; rdfs:label "Inflection"@en ; rdfs:comment "One of the three discontinuous moments Grady identifies in the trajectory of AI."@en ; rdfs:isDefinedBy :ontology . :Strategy a rdfs:Class ; rdfs:subClassOf schema:DefinedTerm ; rdfs:label "Strategy"@en ; rdfs:comment "A strategic approach to the services opportunity (tech-out or customer-back)."@en ; rdfs:isDefinedBy :ontology . :Pillar a rdfs:Class ; rdfs:subClassOf schema:DefinedTerm ; rdfs:label "Pillar"@en ; rdfs:comment "One of the three pillars to build on top of models: Moats, Affordance, Diffusion."@en ; rdfs:isDefinedBy :ontology . :Stage a rdfs:Class ; rdfs:subClassOf schema:DefinedTerm ; rdfs:label "Stage"@en ; rdfs:comment "A step on an ordered scale of agentness or of trust in autonomous agents."@en ; rdfs:isDefinedBy :ontology . :Story a rdfs:Class ; rdfs:subClassOf schema:CreativeWork ; rdfs:label "Story"@en ; rdfs:comment "One of Buhler's four stories about what the future looks like."@en ; rdfs:isDefinedBy :ontology . :builtOn a rdf:Property ; rdfs:label "built on"@en ; rdfs:comment "Links a technology wave to the wave beneath it."@en ; rdfs:domain :Wave ; rdfs:range :Wave ; rdfs:isDefinedBy :ontology . :statedValue a rdf:Property ; rdfs:label "stated value"@en ; rdfs:comment "The figure exactly as the source states it."@en ; rdfs:domain :Metric ; rdfs:range xsd:string ; rdfs:isDefinedBy :ontology . :hasMetric a rdf:Property ; rdfs:label "has metric"@en ; rdfs:comment "Links a claim or talk to a metric it relies on."@en ; rdfs:range :Metric ; rdfs:isDefinedBy :ontology . :lesson a rdf:Property ; rdfs:label "lesson"@en ; rdfs:comment "The point a story or analogy is used to make."@en ; rdfs:domain :Story ; rdfs:range xsd:string ; rdfs:isDefinedBy :ontology . :precedent a rdf:Property ; rdfs:label "precedent"@en ; rdfs:comment "The historical analogue a story draws on."@en ; rdfs:domain :Story ; rdfs:range xsd:string ; rdfs:isDefinedBy :ontology . # ── Core article and event ────────────────────────────────────────────────── :article a schema:Article ; schema:name "Sequoia AI Ascent 2026: The future of AI"@en ; schema:headline "Sequoia AI Ascent 2026: The future of AI"@en ; schema:abstract "

Guillermo Flor breaks down Sequoia's analysis of the future of AI from its annual AI Ascent summit in three parts. Pat Grady calibrates the moment: this wave is the biggest and fastest yet, aimed at a roughly $10 trillion services market, and the durable advantages for builders are moats, affordance and diffusion. Sonya Huang names 2026 the year of agents and argues that services, not software, is the new addressable market.

Constantine Buhler closes with a long view. Cognitive work is following the arc of physical work, which machines now perform at more than 99%, and he tells four stories (aluminum, alien design, emerging sciences, the art of unreason) before settling on a human anchor: man is the measure of all things.

"@en ; schema:description "A three-speaker breakdown of Sequoia's AI Ascent 2026 analysis: calibration, agents, and what comes next."@en ; schema:url ; schema:datePublished "2026-05-15"^^xsd:date ; schema:author ; schema:publisher :aiMarketFit ; schema:accountablePerson ; schema:about :aiAscent2026 , , ; schema:mentions , , , , , , ; schema:hasPart :talkGrady , :talkHuang , :talkBuhler , :faqSection , :glossarySection , :ontology ; prov:wasGeneratedBy . :aiMarketFit a schema:Periodical ; schema:name "AI Market Fit"@en ; schema:url ; schema:description "The reader-supported Substack publication in which the article appeared."@en . :aiAscent2026 a schema:Event ; schema:name "AI Ascent 2026"@en ; schema:description "Sequoia's annual AI Summit, described by Flor as probably one of the most important AI events in the year. It brought together more than 150 leading founders and researchers in AI."@en ; schema:organizer ; :hasMetric :mAttendees ; schema:attendee , , , :borisCherny , , :jimFan ; schema:subjectOf :article . :article schema:subjectOf :aiAscent2026 . # ── People ────────────────────────────────────────────────────────────────── a schema:Person ; schema:name "Guillermo Flor"@en ; schema:jobTitle "Entrepreneur and Venture Capitalist"@en ; schema:url ; schema:identifier "https://substack.com/@guillermoflor"^^xsd:anyURI . :patGrady a schema:Person ; schema:name "Pat Grady"@en ; schema:worksFor ; schema:description "Sequoia speaker of Part One, Calibration."@en . :sonyaHuang a schema:Person ; schema:name "Sonya Huang"@en ; schema:worksFor ; schema:description "Sequoia speaker of Part Two, Agents: the story of 2026."@en . :constantineBuhler a schema:Person ; schema:name "Constantine Buhler"@en ; schema:alternateName "Konstantine Buhler"@en ; schema:worksFor ; schema:description "Sequoia speaker of Part Three, What's next. The source spells the first name Constantine; third-party profiles spell it Konstantine."@en . :julian a schema:Person ; schema:name "Julian"@en ; schema:worksFor ; schema:description "Fellow Sequoia partner credited, with Grady, for the Services Is the New Software framing. The source gives no surname."@en . :borisCherny a schema:Person ; schema:name "Boris Cherny"@en ; schema:worksFor ; schema:description "Named in the source as an AI Ascent attendee, of Anthropic."@en . :jimFan a schema:Person ; schema:name "Jim Fan"@en ; schema:worksFor ; schema:description "Named in the source as an AI Ascent attendee, of Nvidia."@en . a schema:Person ; schema:name "Demis Hassabis"@en . a schema:Person ; schema:name "Andrej Karpathy"@en ; schema:subjectOf . a schema:Person ; schema:name "Greg Brockman"@en . a schema:Person ; schema:name "Dmitri Dolgov"@en ; schema:worksFor . a schema:Person ; schema:name "Don Valentine"@en ; schema:description "Sequoia founder, whose question \"so what?\" Grady echoes."@en . a schema:Person ; schema:name "Protagoras"@en ; schema:description "Greek philosopher quoted by Buhler, twenty-five centuries ago."@en . # ── Organizations ─────────────────────────────────────────────────────────── a schema:Organization ; schema:name "Sequoia"@en ; schema:description "Host of AI Ascent 2026."@en ; schema:founder . a schema:Organization ; schema:name "Anthropic"@en . a schema:Organization ; schema:name "Waymo"@en . a schema:Organization ; schema:name "Nvidia"@en . a schema:Organization ; schema:name "DeepMind"@en ; schema:description "Cited by Buhler as the team that solved protein folding."@en . # ── Software named in the source ─────────────────────────────────────────── a schema:SoftwareApplication ; schema:name "ChatGPT"@en . a schema:SoftwareApplication ; schema:name "AutoGPT"@en . :babyAGI a schema:SoftwareApplication ; schema:name "BabyAGI"@en ; schema:description "Autonomous-agent project that, with AutoGPT, became an overnight GitHub sensation in 2022."@en . :claudeCode a schema:SoftwareApplication ; schema:name "Claude Code"@en ; schema:description "Agentic coding tool cited as the marker of the third inflection, together with the Opus 4.5 / 4.7 generation."@en ; schema:creator . :o1 a schema:SoftwareApplication ; schema:name "o1"@en ; schema:description "Reasoning model that surfaced the second scaling law, inference-time compute."@en . # ── Talks ─────────────────────────────────────────────────────────────────── :talkGrady a :Talk ; schema:name "Part One: Pat Grady on Calibration"@en ; schema:position 1 ; schema:creator :patGrady ; schema:isPartOf :article ; schema:text "Grady calibrates the moment: the waves of technology, why this wave is the biggest and fastest yet, what makes it different, and the three pillars (moats, affordance, diffusion) on which to build on top of models."@en ; schema:hasPart :wavesClaim , :claimBiggest , :claimFastest , :claimDifferent , :inflection1 , :inflection2 , :inflection3 , :claimAgiDefinition , :claimHorsesCars , :claimSoWhat , :strategyTechOut , :strategyCustomerBack , :pillarMoats , :pillarAffordance , :pillarDiffusion , :quoteBuildIrrelevant , :quoteWrapAround , :quoteChangesWork ; :hasMetric :mSoftwareTam , :mCloudCapture , :mServicesMarket , :mServicesRange , :mLegal , :mHorses , :mCars . :talkHuang a :Talk ; schema:name "Part Two: Sonya Huang on Agents, the Story of 2026"@en ; schema:position 2 ; schema:creator :sonyaHuang ; schema:isPartOf :article ; schema:text "Huang argues that if 2022–2024 was defined by chat interfaces and 2024–2025 by reasoning models, 2026 is defined by agents, moving from systems that respond to a prompt to systems that pursue a goal."@en ; schema:hasPart :claimYearOfAgents , :claimFlashback2022 , :claimThreeComponents , :compReasoning , :compAction , :compIteration , :codingSpectrum , :trustTrajectory , :claimServicesNewSoftware , :svcMedicine , :svcLaw , :svcSciences , :svcConsumer . :talkBuhler a :Talk ; schema:name "Part Three: Constantine Buhler on What's Next"@en ; schema:position 3 ; schema:creator :constantineBuhler ; schema:isPartOf :article ; schema:text "Buhler pairs physical and cognitive work, treats the industrial revolution as precedent for a cognitive revolution, and tells four stories about the future before closing on Protagoras."@en ; schema:hasPart :claimTwoKindsOfWork , :claimIndustrial , :claimCognitive , :storyAluminum , :storyAlienDesign , :storyEmergingSciences , :storyUnreason , :quoteProtagoras , :claimThreeForces ; :hasMetric :mMuscle , :mCognition . :article schema:hasPart :talkGrady , :talkHuang , :talkBuhler . # ── Part One: waves ───────────────────────────────────────────────────────── :wave1 a :Wave ; schema:name "Silicon-based transistors"@en ; schema:position 1 ; schema:about ; schema:description "Gave Silicon Valley its name."@en ; schema:isPartOf :wavesClaim . :wave2 a :Wave ; schema:name "Systems"@en ; schema:position 2 ; :builtOn :wave1 ; schema:description "Transistors were assembled into systems."@en ; schema:isPartOf :wavesClaim . :wave3 a :Wave ; schema:name "Networks"@en ; schema:position 3 ; :builtOn :wave2 ; schema:description "Systems were connected by networks."@en ; schema:isPartOf :wavesClaim . :wave4 a :Wave ; schema:name "The internet"@en ; schema:position 4 ; :builtOn :wave3 ; schema:about ; schema:description "Networks went public as the internet."@en ; schema:isPartOf :wavesClaim . :wave5 a :Wave ; schema:name "Cloud applications"@en ; schema:position 5 ; :builtOn :wave4 ; schema:about ; schema:description "The internet supported applications like social media in the cloud."@en ; schema:isPartOf :wavesClaim . :wave6 a :Wave ; schema:name "Mobile"@en ; schema:position 6 ; :builtOn :wave5 ; schema:about ; schema:description "The cloud reached our pockets through mobile devices."@en ; schema:isPartOf :wavesClaim . :wave7 a :Wave ; schema:name "Artificial intelligence"@en ; schema:position 7 ; :builtOn :wave6 ; schema:about ; schema:description "All of those layers power something indistinguishable from magic: artificial intelligence."@en ; schema:isPartOf :wavesClaim . :wavesClaim a schema:Claim ; schema:name "Technology has come in additive layered waves"@en ; schema:position 1 ; schema:text "Modern technology has come in layered waves, each building on the one before. All of these waves are additive."@en ; schema:isPartOf :talkGrady ; schema:hasPart :wave1 , :wave2 , :wave3 , :wave4 , :wave5 , :wave6 , :wave7 . :claimBiggest a schema:Claim ; schema:name "It is the biggest wave yet"@en ; schema:position 2 ; schema:isPartOf :talkGrady ; schema:text "During the first 15 years of cloud, software total addressable market grew from roughly $350B to $650B, with cloud capturing about $400B of that. AI adds an entirely new layer beneath: Sequoia estimates a roughly $10 trillion services market is now potentially addressable by machines."@en ; :hasMetric :mSoftwareTam , :mCloudCapture , :mServicesMarket , :mServicesRange , :mLegal . :claimFastest a schema:Claim ; schema:name "It is the fastest wave yet"@en ; schema:position 3 ; schema:isPartOf :talkGrady ; schema:text "The companies that crossed $1B+ in revenue from the cloud, mobile, and AI tectonic shifts are arriving faster with each successive wave. More billion-dollar AI businesses are likely to emerge in a fraction of the time it took during previous platform transitions."@en . :claimDifferent a schema:Claim ; schema:name "A computation revolution, not a communication revolution"@en ; schema:position 4 ; schema:isPartOf :talkGrady ; schema:text "There are 2 types of revolution: communication, which is information distribution, and computation, which is how information is processed."@en . :mSoftwareTam a :Metric ; schema:name "Software total addressable market over the first 15 years of cloud"@en ; :statedValue "from roughly $350B to $650B"@en ; schema:isPartOf :talkGrady . :mCloudCapture a :Metric ; schema:name "Share of that growth captured by cloud"@en ; :statedValue "about $400B"@en ; schema:isPartOf :talkGrady . :mServicesMarket a :Metric ; schema:name "Services market now potentially addressable by machines"@en ; :statedValue "roughly $10 trillion"@en ; schema:isPartOf :talkGrady . :mServicesRange a :Metric ; schema:name "Uncertainty range on the services estimate"@en ; :statedValue "could be $5 trillion or $50 trillion"@en ; schema:isPartOf :talkGrady . :mLegal a :Metric ; schema:name "US legal services market"@en ; :statedValue "$400B: one vertical, one country, equal in size to the entire global software industry"@en ; schema:isPartOf :talkGrady . :mHorses a :Metric ; schema:name "Productivity gain of the faster-horses era"@en ; :statedValue "10–40% more productive"@en ; schema:isPartOf :talkGrady . :mCars a :Metric ; schema:name "Improvement delivered by the cars era"@en ; :statedValue "10–40x improvements"@en ; schema:isPartOf :talkGrady . :mAttendees a :Metric ; schema:name "AI Ascent attendance"@en ; :statedValue "more than 150 leading founders and researchers in AI"@en . :mMuscle a :Metric ; schema:name "Physical work performed by machines by 2026"@en ; :statedValue "more than 99%"@en ; schema:isPartOf :talkBuhler . :mCognition a :Metric ; schema:name "Cognition performed by machines within a generation"@en ; :statedValue "99.9% of cognition on Earth"@en ; schema:isPartOf :talkBuhler . :inflection1 a :Inflection ; schema:name "November 2022: ChatGPT and pre-training"@en ; schema:position 1 ; schema:startDate "2022-11"^^xsd:gYearMonth ; schema:isPartOf :talkGrady ; schema:about ; schema:description "ChatGPT revealed the power of pre-training to a mainstream audience."@en . :inflection2 a :Inflection ; schema:name "About two years later: o1 and inference-time compute"@en ; schema:position 2 ; schema:isPartOf :talkGrady ; schema:about :o1 ; schema:description "o1 surfaced a second scaling law around inference-time compute: reasoning models."@en . :inflection3 a :Inflection ; schema:name "Now: Claude Code, Opus 4.5 / 4.7 and long-horizon agents"@en ; schema:position 3 ; schema:isPartOf :talkGrady ; schema:about :claudeCode ; schema:description "Claude Code and the Opus 4.5 / 4.7 generation have demonstrated the power of long-horizon agents. Between the second and third inflection there is a hard break, a discontinuous shift in what software can do."@en . :claimAgiDefinition a schema:Claim ; schema:name "A commercial definition of AGI"@en ; schema:position 5 ; schema:isPartOf :talkGrady ; schema:about ; schema:text "If a system can be dispatched to perform a job, recover from failure along the way, and persist until the job is complete, it functionally qualifies. From Sequoia's perspective as investors, what matters is the practical capability, not the label."@en . :claimHorsesCars a schema:Claim ; schema:name "Faster horses versus cars"@en ; schema:position 6 ; schema:isPartOf :talkGrady ; schema:text "For the past several years, AI produced faster horses, applications that made knowledge workers 10–40% more productive without changing the shape of their work. The current generation produces cars, applications that deliver 10–40x improvements and fundamentally restructure the work, the workflow, and the organization."@en ; :hasMetric :mHorses , :mCars . :claimSoWhat a schema:Claim ; schema:name "So what? The race for the services opportunity is underway"@en ; schema:position 7 ; schema:isPartOf :talkGrady ; schema:text "Echoing the question of Sequoia founder Don Valentine, so what?, Grady argues that what matters is that the race for the $10 trillion services opportunity is now underway. Driving a car is nothing like riding a horse, and building one is nothing like caring for one."@en ; schema:about . :strategyTechOut a :Strategy ; schema:name "Tech-out"@en ; schema:position 1 ; schema:isPartOf :talkGrady ; schema:description "Foundation model labs advance capability and push into applications from the model layer down."@en . :strategyCustomerBack a :Strategy ; schema:name "Customer-back"@en ; schema:position 2 ; schema:isPartOf :talkGrady ; schema:description "Startups, largely Sequoia's portfolio shape, build specialized applications on top of the labs and wrap themselves around real customer workflows."@en . :pillarMoats a :Pillar ; schema:name "Moats"@en ; schema:position 1 ; schema:isPartOf :talkGrady ; schema:description "In a computation revolution, capabilities change faster than customers do. Wrap tightly around specific customers and their problems: customer intimacy, workflow integration and earned trust are the moats that compound over time."@en . :pillarAffordance a :Pillar ; schema:name "Affordance"@en ; schema:position 2 ; schema:isPartOf :talkGrady ; schema:about ; schema:description "The quality of an object that signals how it should be used without explanation. Raw foundation model access has low affordance; the application-layer opportunity is to package immense capability into surfaces so intuitive that the customer reaches the outcome with minimal effort."@en . :pillarDiffusion a :Pillar ; schema:name "Diffusion"@en ; schema:position 3 ; schema:isPartOf :talkGrady ; schema:description "The widening gap between how fast capabilities are created in the labs and how fast they diffuse into real enterprises. Closing it is the core mission of the application layer."@en . :quoteBuildIrrelevant a schema:Quotation ; schema:name "What you build today might be irrelevant tomorrow"@en ; schema:position 8 ; schema:creator :patGrady ; schema:isPartOf :talkGrady ; schema:text "In a revolution in computation the things that you build might today might be irrelevant tomorrow."@en ; rdfs:comment "Pull quote in Grady's Moats section as presented in the source; quoted verbatim."@en . :quoteWrapAround a schema:Quotation ; schema:name "The degree you wrap around your customers"@en ; schema:position 9 ; schema:creator :patGrady ; schema:isPartOf :talkGrady ; schema:text "The degree you wrap around your customers is going to be way more valuable."@en ; rdfs:comment "Pull quote in Grady's Moats section as presented in the source; quoted verbatim."@en . :quoteChangesWork a schema:Quotation ; schema:name "How AI changes work"@en ; schema:position 10 ; schema:creator :patGrady ; schema:isPartOf :talkGrady ; schema:text "AI changes the way that we work, the nature of the work and the nature of the organization."@en ; rdfs:comment "Pull quote in Grady's section as presented in the source; quoted verbatim."@en . # ── Part Two: agents ──────────────────────────────────────────────────────── :claimYearOfAgents a schema:Claim ; schema:name "2026 is the year of agents"@en ; schema:position 1 ; schema:isPartOf :talkHuang ; schema:about ; schema:text "If 2022–2024 was defined by chat interfaces and 2024–2025 by reasoning models, 2026 is defined by agents. The transition is from systems that respond to a prompt to systems that pursue a goal."@en . :claimFlashback2022 a schema:Claim ; schema:name "Flashback to 2022: AutoGPT and BabyAGI"@en ; schema:position 2 ; schema:isPartOf :talkHuang ; schema:about , :babyAGI ; schema:text "In 2022, projects like AutoGPT and BabyAGI became overnight GitHub sensations by wrapping GPT-3 in a planning loop and pointing it at a goal. The concept was right; the execution was not. The agents looped, hallucinated, and failed repeatedly: agents were a known destination years before they were viable."@en . :claimThreeComponents a schema:Claim ; schema:name "Agents have three functional components"@en ; schema:position 3 ; schema:isPartOf :talkHuang ; schema:text "Reasoning and planning, action-taking, and iteration. The combination is what produces agency: the practical ability to get things done."@en ; schema:hasPart :compReasoning , :compAction , :compIteration . :compReasoning a :Stage ; schema:name "Reasoning and planning"@en ; schema:position 1 ; schema:isPartOf :claimThreeComponents ; schema:description "Provides the baseline intuition required to think through a task."@en . :compAction a :Stage ; schema:name "Action-taking"@en ; schema:position 2 ; schema:isPartOf :claimThreeComponents ; schema:description "Provides the means to do something in the world: call APIs, run code, search the web, write files."@en . :compIteration a :Stage ; schema:name "Iteration"@en ; schema:position 3 ; schema:isPartOf :claimThreeComponents ; schema:description "Provides persistence across long time horizons."@en . :codingSpectrum a schema:ItemList ; schema:name "The sliding scale of agentness, shown through coding"@en ; schema:isPartOf :talkHuang ; schema:itemListOrder schema:ItemListOrderAscending ; schema:description "Agentness is a spectrum, not a binary. Coding is the canonical example."@en ; schema:hasPart :stageAutocomplete , :stageAgentic , :stageBackground , :stageDarkFactory . :stageAutocomplete a :Stage ; schema:name "Tab autocomplete (2023)"@en ; schema:position 1 ; schema:isPartOf :codingSpectrum ; schema:description "An AI suggestion in the editor, useful but not transformative."@en . :stageAgentic a :Stage ; schema:name "Agentic development"@en ; schema:position 2 ; schema:isPartOf :codingSpectrum ; schema:description "A human directs an agent or coordinates a small team of them."@en . :stageBackground a :Stage ; schema:name "Background and async agents"@en ; schema:position 3 ; schema:isPartOf :codingSpectrum ; schema:description "Long-running workers that operate without continuous human supervision, often spawning sub-agents of their own."@en . :stageDarkFactory a :Stage ; schema:name "Dark factories"@en ; schema:position 4 ; schema:isPartOf :codingSpectrum ; schema:description "Pipelines in which human review has been removed entirely. They sound implausible until they appear in production, which is already happening in narrow domains such as cybersecurity."@en . :trustTrajectory a schema:ItemList ; schema:name "The trust trajectory repeated across every domain"@en ; schema:isPartOf :talkHuang ; schema:itemListOrder schema:ItemListOrderAscending ; schema:hasPart :trustAssistant , :trustManagedIntern , :trustSelfManagingIntern , :trustAutonomousWorker . :trustAssistant a :Stage ; schema:name "Assistant"@en ; schema:position 1 ; schema:isPartOf :trustTrajectory . :trustManagedIntern a :Stage ; schema:name "Managed intern"@en ; schema:position 2 ; schema:isPartOf :trustTrajectory . :trustSelfManagingIntern a :Stage ; schema:name "Self-managing intern"@en ; schema:position 3 ; schema:isPartOf :trustTrajectory . :trustAutonomousWorker a :Stage ; schema:name "Trusted autonomous worker"@en ; schema:position 4 ; schema:isPartOf :trustTrajectory . :claimServicesNewSoftware a schema:Claim ; schema:name "Services is the new software"@en ; schema:position 4 ; schema:isPartOf :talkHuang ; schema:text "The largest commercial implication of capable agents is that services, not software, becomes the addressable opportunity. The economic activity once captured by professional service firms is now being absorbed into the application layer. Huang attributes the framing to Pat Grady and to fellow Sequoia partner Julian."@en ; schema:about :patGrady , :julian ; schema:hasPart :svcMedicine , :svcLaw , :svcSciences , :svcConsumer . :svcMedicine a schema:Claim ; schema:name "Medicine"@en ; schema:position 1 ; schema:isPartOf :claimServicesNewSoftware ; schema:text "An agent can analyze a genome, recommend interventions, prescribe medications, and identify clinical trials."@en . :svcLaw a schema:Claim ; schema:name "Law"@en ; schema:position 2 ; schema:isPartOf :claimServicesNewSoftware ; schema:text "An agent can negotiate contracts, perform litigation work, and settle disputes."@en . :svcSciences a schema:Claim ; schema:name "The sciences"@en ; schema:position 3 ; schema:isPartOf :claimServicesNewSoftware ; schema:text "Agents are solving Erdős-class math problems and proposing novel superconductors."@en . :svcConsumer a schema:Claim ; schema:name "Consumer life"@en ; schema:position 4 ; schema:isPartOf :claimServicesNewSoftware ; schema:text "Personal agents are taking over inboxes, calendars, financial accounts, and tax filings."@en . # ── Part Three: what's next ───────────────────────────────────────────────── :claimTwoKindsOfWork a schema:Claim ; schema:name "Two kinds of work: physical and cognitive"@en ; schema:position 1 ; schema:isPartOf :talkBuhler ; schema:text "Physical work moves matter through space: the package on the Pony Express, the satellite on a Falcon 9. Cognitive work moves ideas through minds: Pythagoras formulating his theorem, DeepMind solving protein folding. The two are profoundly different in substance, but their revolutions follow a strikingly similar arc."@en ; schema:about , , , . :claimIndustrial a schema:Claim ; schema:name "The industrial revolution as precedent"@en ; schema:position 2 ; schema:isPartOf :talkBuhler ; schema:about ; schema:text "For millennia, virtually all physical work serving humans was performed by muscle. The transition began around 1700 with water and wind, accelerated through steam and combustion, and reached its modern form with electric motors. By 2026, more than 99% of physical work done on behalf of humans is performed by machines."@en ; :hasMetric :mMuscle . :claimCognitive a schema:Claim ; schema:name "The cognitive revolution"@en ; schema:position 3 ; schema:isPartOf :talkBuhler ; schema:text "A parallel transition is now underway in cognition. The neural network is the next wave, and within a generation 99.9% of cognition on Earth will be performed by machines. The cognitive revolution will resemble the industrial revolution in shape, but will be substantially larger in scope and substantially faster in tempo."@en ; schema:about ; :hasMetric :mCognition . :storyAluminum a :Story ; schema:name "Aluminum and the Washington Monument"@en ; schema:position 1 ; schema:isPartOf :talkBuhler ; schema:about , , ; :precedent "In the mid-1800s the Washington National Monument, then the tallest building in the world, was capped with 100 ounces of aluminum, then the most precious metal known and displayed at Tiffany's. Within a few decades electrolysis made aluminum cheap, and it became candy wrappers and sandwich foil."@en ; :lesson "Aluminum is intelligence, electrolysis is artificial intelligence. Capabilities that once required decades to acquire, such as PhD-level expertise in narrow domains, are becoming instantly invocable and effectively disposable."@en . :storyAlienDesign a :Story ; schema:name "The Age of Alien Design"@en ; schema:position 2 ; schema:isPartOf :talkBuhler ; schema:about , ; :precedent "In 2006, NASA used an evolutionary algorithm to optimize an antenna for a satellite mission. The conventional antenna was clean, symmetric and geometric; the machine-designed antenna was contorted and asymmetric, and dramatically outperformed it."@en ; :lesson "As AI takes over the design of chips, vehicles, buildings and software, the outputs will increasingly look alien by human standards. The aesthetic and structural intuitions that have governed human design for centuries may not apply."@en . :storyEmergingSciences a :Story ; schema:name "Emerging Sciences"@en ; schema:position 3 ; schema:isPartOf :talkBuhler ; schema:about , , , ; :precedent "For nearly a century steam engines were perfected through pure tinkering, by engineers like Newcomen and Watt. Then, in the early 1800s, Sadi Carnot formalized thermodynamics."@en ; :lesson "AI is currently in its tinkering phase. Within the next two decades a new fundamental science of intelligence, at the level of thermodynamics in scope and rigor, will emerge. It will be taught in high schools and may help master AI and possibly understand consciousness itself."@en . :storyUnreason a :Story ; schema:name "The Art of Unreason"@en ; schema:position 4 ; schema:isPartOf :talkBuhler ; schema:about , , , , ; :precedent "For tens of thousands of years visual art trended toward realism, from cave paintings to Renaissance masterworks. The daguerreotype and early photography made that pursuit obsolete. Instead of ending, painting reinvented itself by asking how the heart and the soul see the world, and Impressionism, Expressionism, Cubism and Neo-Expressionism followed."@en ; :lesson "As machines take over the literal execution of cognitive work, human creative and interpretive activity will shift toward the dimensions machines cannot replicate."@en . :quoteProtagoras a schema:Quotation ; schema:name "Man is the measure of all things"@en ; schema:position 5 ; schema:isPartOf :talkBuhler ; schema:creator ; schema:text "man is the measure of all things"@en ; rdfs:comment "Buhler's closing line, written twenty-five centuries ago. His reading: value is conferred by human experience and human meaning; AI can and will perform the work, but only human relationships and human attention supply the reason any of it matters."@en . :claimThreeForces a schema:Claim ; schema:name "Three forces define this cycle"@en ; schema:position 6 ; schema:isPartOf :talkBuhler ; schema:text "A technology floor that moves weekly, an addressable opportunity roughly 10x larger than prior platform shifts, and a playbook that breaks from cloud and mobile precedent."@en ; rdfs:comment "Closing synthesis in Flor's own voice."@en . # ── FAQ ───────────────────────────────────────────────────────────────────── :faqSection a schema:FAQPage ; schema:name "Frequently Asked Questions"@en ; schema:isPartOf :article ; schema:mainEntity :q1 , :q2 , :q3 , :q4 , :q5 , :q6 , :q7 , :q8 , :q9 , :q10 , :q11 , :q12 , :q13 , :q14 , :q15 , :q16 . :q1 a schema:Question ; schema:name "What is AI Ascent?"@en ; schema:position 1 ; schema:isPartOf :faqSection ; schema:about :aiAscent2026 ; schema:acceptedAnswer :a1 . :a1 a schema:Answer ; schema:text "Sequoia's annual AI Summit, which Flor calls probably one of the most important AI events in the year. It brought together more than 150 leading founders and researchers, including Demis Hassabis, Andrej Karpathy, Greg Brockman, Boris Cherny of Anthropic, Dmitri Dolgov of Waymo and Jim Fan of Nvidia."@en . :q2 a schema:Question ; schema:name "Who speaks in this breakdown, and in what order?"@en ; schema:position 2 ; schema:isPartOf :faqSection ; schema:about :talkGrady ; schema:acceptedAnswer :a2 . :a2 a schema:Answer ; schema:text "Three Sequoia voices: Pat Grady on calibration, Sonya Huang on agents as the story of 2026, and Constantine Buhler on what comes next."@en . :q3 a schema:Question ; schema:name "How big is the opportunity Sequoia sees?"@en ; schema:position 3 ; schema:isPartOf :faqSection ; schema:about :mServicesMarket ; schema:acceptedAnswer :a3 . :a3 a schema:Answer ; schema:text "Sequoia estimates a roughly $10 trillion services market is now potentially addressable by machines, though the figure could be $5 trillion or $50 trillion. For scale, US legal services alone is a $400B market, equal in size to the entire global software industry."@en . :q4 a schema:Question ; schema:name "In what three ways is this wave different from earlier ones?"@en ; schema:position 4 ; schema:isPartOf :faqSection ; schema:about :claimBiggest ; schema:acceptedAnswer :a4 . :a4 a schema:Answer ; schema:text "It is the biggest yet, the fastest yet, and it is a computation revolution rather than a communication one, so the strategic playbook breaks from cloud and mobile precedent."@en . :q5 a schema:Question ; schema:name "What are Grady's three discontinuous moments?"@en ; schema:position 5 ; schema:isPartOf :faqSection ; schema:about :inflection3 ; schema:acceptedAnswer :a5 . :a5 a schema:Answer ; schema:text "November 2022, when ChatGPT revealed pre-training; roughly two years later, o1 and the second scaling law of inference-time compute; and now Claude Code and the Opus 4.5 / 4.7 generation, which demonstrate long-horizon agents."@en . :q6 a schema:Question ; schema:name "How does Grady define AGI commercially?"@en ; schema:position 6 ; schema:isPartOf :faqSection ; schema:about :claimAgiDefinition ; schema:acceptedAnswer :a6 . :a6 a schema:Answer ; schema:text "If a system can be dispatched to perform a job, recover from failure along the way, and persist until the job is complete, it functionally qualifies. Practical capability matters, not the label."@en . :q7 a schema:Question ; schema:name "What is the difference between faster horses and cars?"@en ; schema:position 7 ; schema:isPartOf :faqSection ; schema:about :claimHorsesCars ; schema:acceptedAnswer :a7 . :a7 a schema:Answer ; schema:text "Faster horses made knowledge workers 10–40% more productive without changing the shape of their work. Cars deliver 10–40x improvements and fundamentally restructure the work, the workflow, and the organization."@en . :q8 a schema:Question ; schema:name "What are the two strategies in the race for the services opportunity?"@en ; schema:position 8 ; schema:isPartOf :faqSection ; schema:about :strategyTechOut ; schema:acceptedAnswer :a8 . :a8 a schema:Answer ; schema:text "Foundation model labs advance tech-out, from the model layer down. Startups advance customer-back, building specialized applications that wrap around real customer workflows."@en . :q9 a schema:Question ; schema:name "What are the three pillars to build on top of models?"@en ; schema:position 9 ; schema:isPartOf :faqSection ; schema:about :pillarMoats ; schema:acceptedAnswer :a9 . :a9 a schema:Answer ; schema:text "Moats, affordance and diffusion. Capabilities change faster than customers do, so customer intimacy, workflow integration and earned trust compound; affordance packages capability into intuitive surfaces; and diffusion is the gap between lab capability and enterprise adoption that the application layer exists to close."@en . :q10 a schema:Question ; schema:name "What is affordance and why does it matter for AI products?"@en ; schema:position 10 ; schema:isPartOf :faqSection ; schema:about :pillarAffordance ; schema:acceptedAnswer :a10 . :a10 a schema:Answer ; schema:text "Affordance, borrowed from design, is the quality of an object that signals how it should be used without explanation. A hammer has high affordance; raw foundation model access has low affordance, because the average enterprise employee has no idea how to make use of a terminal interface with Claude Code."@en . :q11 a schema:Question ; schema:name "What are the three functional components of an agent?"@en ; schema:position 11 ; schema:isPartOf :faqSection ; schema:about :claimThreeComponents ; schema:acceptedAnswer :a11 . :a11 a schema:Answer ; schema:text "Reasoning and planning, action-taking, and iteration. Together they produce agency: the practical ability to get things done."@en . :q12 a schema:Question ; schema:name "What is the sliding scale of agentness?"@en ; schema:position 12 ; schema:isPartOf :faqSection ; schema:about :codingSpectrum ; schema:acceptedAnswer :a12 . :a12 a schema:Answer ; schema:text "Using coding as the example: tab autocomplete in 2023, then agentic development, then background and async agents, and at the frontier dark factories where human review has been removed entirely."@en . :q13 a schema:Question ; schema:name "Why does Huang say services is the new software?"@en ; schema:position 13 ; schema:isPartOf :faqSection ; schema:about :claimServicesNewSoftware ; schema:acceptedAnswer :a13 . :a13 a schema:Answer ; schema:text "Because capable agents make services, not software, the addressable opportunity. In medicine, law, the sciences and consumer life, work once captured by professional service firms is being absorbed into the application layer."@en . :q14 a schema:Question ; schema:name "What is Buhler's central claim about cognition?"@en ; schema:position 14 ; schema:isPartOf :faqSection ; schema:about :claimCognitive ; schema:acceptedAnswer :a14 . :a14 a schema:Answer ; schema:text "Cognition is following the arc of physical work. More than 99% of physical work is now done by machines, and within a generation 99.9% of cognition on Earth will be too, in a revolution larger in scope and faster in tempo."@en . :q15 a schema:Question ; schema:name "What are Buhler's four stories about the future?"@en ; schema:position 15 ; schema:isPartOf :faqSection ; schema:about :storyAluminum ; schema:acceptedAnswer :a15 . :a15 a schema:Answer ; schema:text "Aluminum and the Washington Monument (intelligence becomes disposable), the Age of Alien Design (machine-made forms look strange), Emerging Sciences (a science of intelligence on the scale of thermodynamics), and the Art of Unreason (human creativity shifts to what machines cannot replicate)."@en . :q16 a schema:Question ; schema:name "Why does the talk close with Protagoras?"@en ; schema:position 16 ; schema:isPartOf :faqSection ; schema:about :quoteProtagoras ; schema:acceptedAnswer :a16 . :a16 a schema:Answer ; schema:text "Because, in Buhler's reading, nothing in a vacuum has value in itself. Value is conferred by human experience and meaning: AI can perform the work, but only human relationships and human attention supply the reason any of it matters."@en . # ── Glossary ──────────────────────────────────────────────────────────────── :glossarySection a schema:DefinedTermSet , skos:ConceptScheme ; schema:name "Core Glossary"@en ; schema:isPartOf :article ; schema:hasDefinedTerm , , :termComputationRevolution , :termTechOut , :termCustomerBack , :termDiffusionGap , :termMoat , :termAgentness , :termLongHorizonAgent , :termDarkFactory , :termServicesNewSoftware , :termCognitiveRevolution , :termAlienDesign , :termArtOfUnreason , :termFasterHorses . a schema:DefinedTerm ; schema:name "Affordance"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "The quality of an object that signals how it should be used without explanation. Grady rates raw foundation model access as low affordance."@en . a schema:DefinedTerm ; schema:name "Artificial general intelligence (AGI)"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "Defined commercially in the talk: a system that can be dispatched to perform a job, recover from failure, and persist until the job is complete."@en . :termComputationRevolution a schema:DefinedTerm ; schema:name "Computation revolution"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "A revolution in how information is processed, as opposed to a communication revolution in how information is distributed."@en . :termTechOut a schema:DefinedTerm ; schema:name "Tech-out"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "The foundation model labs' strategy of expanding capability and pushing into applications from the model layer down."@en . :termCustomerBack a schema:DefinedTerm ; schema:name "Customer-back"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "The startups' strategy of building specialized applications that wrap around real customer workflows."@en . :termDiffusionGap a schema:DefinedTerm ; schema:name "Diffusion gap"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "The widening distance between how quickly capabilities are created in the labs and how quickly they reach real enterprises: foundation models advance daily, the average Fortune 500 absorbs change in months or years."@en . :termMoat a schema:DefinedTerm ; schema:name "Moat (customer intimacy)"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "A durable advantage built from customer intimacy, workflow integration and earned trust, which compounds even as the underlying technology shifts."@en . :termAgentness a schema:DefinedTerm ; schema:name "Agentness"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "Huang's term for how agent-like a system is: a spectrum rather than a binary."@en . :termLongHorizonAgent a schema:DefinedTerm ; schema:name "Long-horizon agent"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "An agent able to sustain a task across a long time horizon, the capability marking the third inflection."@en . :termDarkFactory a schema:DefinedTerm ; schema:name "Dark factory"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "A pipeline in which human review has been removed entirely; already appearing in production in narrow domains such as cybersecurity."@en . :termServicesNewSoftware a schema:DefinedTerm ; schema:name "Services is the new software"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "The framing that capable agents make services, not software, the largest addressable commercial opportunity."@en . :termCognitiveRevolution a schema:DefinedTerm ; schema:name "Cognitive revolution"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "Buhler's term for the transition in which machines take over thinking, paralleling the industrial revolution's displacement of muscle."@en . :termAlienDesign a schema:DefinedTerm ; schema:name "Alien design"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "Machine-optimized forms that look strange by human standards, illustrated by NASA's 2006 evolved antenna."@en . :termArtOfUnreason a schema:DefinedTerm ; schema:name "Art of unreason"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "Buhler's forecast that human creative activity, like painting after photography, will shift toward what machines cannot replicate."@en . :termFasterHorses a schema:DefinedTerm ; schema:name "Faster horses versus cars"@en ; schema:inDefinedTermSet :glossarySection ; schema:description "Grady's contrast between AI that made work 10–40% more productive and AI that delivers 10–40x improvements and restructures the work."@en . # ── SPARQL recipes ────────────────────────────────────────────────────────── :sqMetrics a schema:SoftwareSourceCode ; schema:name "Query 1: Every quantitative claim, exactly as stated"@en ; schema:programmingLanguage "SPARQL"@en ; schema:codeSampleType "full solution"@en ; schema:target ; schema:text "PREFIX schema: \nPREFIX : \nSELECT ?metricIri ?metric ?statedValue\nFROM \nWHERE {\n ?metricIri a :Metric ;\n schema:name ?metric ;\n :statedValue ?statedValue .\n}\nORDER BY ?metric"@en ; rdfs:comment "Runs against the named graph this file is loaded into on URIBurner; every row projects the IRI of the entity it describes."@en . :sqLadder a schema:SoftwareSourceCode ; schema:name "Query 2: The agentness ladder, in order"@en ; schema:programmingLanguage "SPARQL"@en ; schema:codeSampleType "full solution"@en ; schema:target ; schema:text "PREFIX schema: \nPREFIX : \nSELECT ?stageIri ?position ?stage ?description\nFROM \nWHERE {\n :codingSpectrum schema:hasPart ?stageIri .\n ?stageIri schema:position ?position ;\n schema:name ?stage ;\n schema:description ?description .\n}\nORDER BY ?position"@en ; rdfs:comment "Runs against the named graph this file is loaded into on URIBurner; every row projects the IRI of the entity it describes."@en . :sqWaves a schema:SoftwareSourceCode ; schema:name "Query 3: The stack of technology waves and what each is built on"@en ; schema:programmingLanguage "SPARQL"@en ; schema:codeSampleType "full solution"@en ; schema:target ; schema:text "PREFIX schema: \nPREFIX : \nSELECT ?waveIri ?position ?wave ?baseIri ?base\nFROM \nWHERE {\n ?waveIri a :Wave ;\n schema:position ?position ;\n schema:name ?wave .\n OPTIONAL { ?waveIri :builtOn ?baseIri . ?baseIri schema:name ?base }\n}\nORDER BY ?position"@en ; rdfs:comment "Runs against the named graph this file is loaded into on URIBurner; every row projects the IRI of the entity it describes."@en . :sqTalks a schema:SoftwareSourceCode ; schema:name "Query 4: What each speaker claims"@en ; schema:programmingLanguage "SPARQL"@en ; schema:codeSampleType "full solution"@en ; schema:target ; schema:text "PREFIX schema: \nPREFIX : \nSELECT ?talkIri ?talk ?claimIri ?claim\nFROM \nWHERE {\n ?claimIri a schema:Claim ;\n schema:name ?claim ;\n schema:isPartOf ?talkIri .\n ?talkIri a :Talk ;\n schema:name ?talk .\n}\nORDER BY ?talk ?claim"@en ; rdfs:comment "Runs against the named graph this file is loaded into on URIBurner; every row projects the IRI of the entity it describes."@en . :article schema:hasPart :sqMetrics , :sqLadder , :sqWaves , :sqTalks . # ── Provenance ────────────────────────────────────────────────────────────── a schema:SoftwareApplication , prov:SoftwareAgent ; schema:name "kg-generator skill"@en ; schema:url ; schema:description "AI agent skill that generates comprehensive Knowledge Graphs (RDF-Turtle or JSON-LD) from file: or http(s): URLs."@en ; prov:actedOnBehalfOf . a schema:Person ; schema:name "Kingsley Uyi Idehen"@en . # ── Inverse part-of relations (generated) ────────────────────────────── :compAction schema:isPartOf :talkHuang . :compIteration schema:isPartOf :talkHuang . :compReasoning schema:isPartOf :talkHuang . :faqSection schema:hasPart :q1 . :faqSection schema:hasPart :q10 . :faqSection schema:hasPart :q11 . :faqSection schema:hasPart :q12 . :faqSection schema:hasPart :q13 . :faqSection schema:hasPart :q14 . :faqSection schema:hasPart :q15 . :faqSection schema:hasPart :q16 . :faqSection schema:hasPart :q2 . :faqSection schema:hasPart :q3 . :faqSection schema:hasPart :q4 . :faqSection schema:hasPart :q5 . :faqSection schema:hasPart :q6 . :faqSection schema:hasPart :q7 . :faqSection schema:hasPart :q8 . :faqSection schema:hasPart :q9 . :sqLadder schema:isPartOf :article . :sqMetrics schema:isPartOf :article . :sqTalks schema:isPartOf :article . :sqWaves schema:isPartOf :article . :svcConsumer schema:isPartOf :talkHuang . :svcLaw schema:isPartOf :talkHuang . :svcMedicine schema:isPartOf :talkHuang . :svcSciences schema:isPartOf :talkHuang . :talkBuhler schema:hasPart :mCognition . :talkBuhler schema:hasPart :mMuscle . :talkGrady schema:hasPart :mCars . :talkGrady schema:hasPart :mCloudCapture . :talkGrady schema:hasPart :mHorses . :talkGrady schema:hasPart :mLegal . :talkGrady schema:hasPart :mServicesMarket . :talkGrady schema:hasPart :mServicesRange . :talkGrady schema:hasPart :mSoftwareTam .