SEQUOIA CAPITAL // AI ASCENT 2025 // CLOSED-DOOR SUMMIT

The AI Revolution:
Insights from 150 Leaders

Eight hours of closed-door discussions at OpenAI's first office. Jensen Huang, Sam Altman, and 148 of the world's sharpest AI minds on what comes next.

ATTENDEES

144+

HOURS OF TALKS

7h

MARKET OPPORTUNITY

9T+

KEY THEMES

8

SPEAKERS

11+

DISCUSSION TIME ALLOCATION

Key Topics by Minutes Discussed

020406080Agent EconomyInfrastructureBusiness ModelsOpen SourcePhysical AIReasoning/RLWorkforce ChangePolicy/Regulation

FOCUS INTENSITY

Theme Coverage Radar

InfrastructureAgentsOpen SourcePhysical AIPolicyWorkforce

NOTABLE STATEMENTS

Key Quotes from the Summit

"The world of AI factories is probably trillions and trillions of dollars, because ultimately the market we serve is some fraction of $100 trillion."

— Jensen Huang

Infrastructure

"People in college use ChatGPT as an operating system. Organizations get incredibly stuck in their ways when things are changing every quarter."

— Sam Altman

Adoption

"Nature hates a vacuum. There is a tremendous sucking sound in the market right now for AI. You are in a run-like-heck business right now."

— Pat Grady

Strategy

"Will we see our first trillion-dollar applied enterprise software company? I think the answer is yes."

— Bret Taylor

Agents

"A year ago, compute was all pre-training. Future models might be totally dominated and crushed by RL compute."

— Dan Roberts

Reasoning

Research based on Sequoia Capital AI Ascent 2025 — May 2025 • Data compiled from public transcripts and reports

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