Sequoia · 2 September 2026 · Investment Thesis

The Cognitive Revolution

Sequoia

The Cognitive Revolution mirrors the Industrial Revolution's transformation of physical work—machines will handle 99.9% of cognitive tasks within decades, collapsing the cost of intelligence and unleashing latent demand. Society must prepare for rapid job displacement and retraining, while recognizing that new categories of human work will emerge, as they did after mechanization.

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Topics: AI (Horizontal) · Venture Capital & Startups

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