LiveUpdated 2026-11-06 17:44 UTC

Sequoia has shown its LPs an AI-generated image of a bubble three years in a row.

Name: Sequoia has shown its LPs an AI-generated image of a bubble three years in a row.
Uploaded: 2026-11-05T16:25:53.000Z
Channel: Guillermo Flor
Description: Sequoia has shown its LPs an AI-generated image of a bubble three years in a row. Pat Grady, co-steward of Sequoia, says some private AI valuations are "completely out of whack." He still thinks the right companies will surprise to the upside: 1. Every tech wave is bigger than the last: chips,…

This is a AI post classified by AGK Intelligence as AI business (an opinion), kept by the AI Radar because it carries real work, not commentary.

Sequoia has shown its LPs an AI-generated image of a bubble three years in a row. Pat Grady, co-steward of Sequoia, says some private AI valuations are "completely out of whack." He still thinks the right companies will surprise to the upside: 1. Every tech wave is bigger than the last: chips, systems, networks, internet, mobile, cloud 2. AI is going after a new budget, beyond software 3. Fortune 500 operating expenses could shift toward tokens 4. The revenue waiting at the end of the capex buildout is in the tens of trillions Grady's bet: the winners of this wave will be bigger than any b

Posted by Guillermo Flor (14k followers) 1 days ago · 20 likes · 3.1k views · view the original post on X. Kept by the AI Radar as AI business. Tools mentioned: theaiopportunities.com.

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