LiveUpdated 2026-11-06 17:44 UTC

Sequoia doesn't care if the market crashes tomorrow. It watches one gap.

Name: Sequoia doesn't care if the market crashes tomorrow. It watches one gap.
Uploaded: 2026-11-05T16:30:24.000Z
Channel: Guillermo Flor
Description: Sequoia doesn't care if the market crashes tomorrow. It watches one gap. Pat Grady, co-steward of Sequoia, calls it the diffusion gap: AI improves much faster than real companies adopt it, and the gap keeps growing. The companies closing it, by industry: 1. Harvey in law 2. OpenEvidence in…

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 doesn't care if the market crashes tomorrow. It watches one gap. Pat Grady, co-steward of Sequoia, calls it the diffusion gap: AI improves much faster than real companies adopt it, and the gap keeps growing. The companies closing it, by industry: 1. Harvey in law 2. OpenEvidence in medicine 3. Sierra in customer support 4. Rogo in financial services 5. Pace in insurance 6. Factory in software development 7. Traversal in observability Real products, real ROI. That's where Sequoia is looking for the next AI giants. Full breakdown here: https://www.theaiopportunities.com/p/inside-the

Posted by Guillermo Flor (14k followers) 1 days ago · 65 likes · 10.9k views · view the original post on X. Kept by the AI Radar as AI business. Tools mentioned: theaiopportunities.com.

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