视频链接

https://www.youtube.com/watch?v=yoycgOMq1tI

世界模型，这是英伟达很早很早就开始的项目。

当年的 Google earth 就是英伟达世界模型的产物。

投资方向

长久记忆。

目前没有成熟的技术与解决方案 。

类似 TCP/IP 一样的通讯协议；

组织不同 AI 之间的对话。

AI 语音，就在现在发生；

是已经能够商用的 AI 应用。

AI 视觉不然需要时间，现在不成熟。 Apple 公司更新了其视觉大模型 FastVLM-CSDN博客

AI 安全

开源 AI 项目

54,511 views Aug 28, 2025

The cognitive revolution is here—and it's moving faster than the Industrial Revolution. In this presentation, Sequoia Capital's Konstantine Buhler shares an investment thesis on artificial intelligence and why we believe this transformation represents a $10 trillion opportunity. WHAT YOU'LL LEARN: 🏭 Why AI is like the Industrial Revolution, but compressed from 144 years to just a few 💰 The $10 trillion US services market that's only 0.2% automated by AI ⚖️ How work is shifting from "100% certainty" to "1000x leverage" ⚡ Why "FLOPs per knowledge worker" is the new production function 📊 How to think about market sizing in the AI era 🔧 The technical challenges that represent massive opportunities 🏆 Why academic AI benchmarks are dead (and what matters instead) 📈 The 5 investment trends happening right now 🎲 The 5 investment themes we're betting on next

00:00 - Introduction: The Cognitive Revolution

01:34 - Why AI = Industrial Revolution 2.0

02:39 - The $10 Trillion Services Opportunity

05:13 - Investment Trend #1: Leverage Over Uncertainty

06:38 - Investment Trend #2: Real-World Validation

07:31 - Investment Trend #3: Reinforcement Learning

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​07:56 - Investment Trend #4: AI in the Physical World

08:23 - Investment Trend #5: Compute as Production Function

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9:15 - Investment Theme #1: Persistent Memory

10:10 - Investment Theme #2: Communication Protocols

11:09 - Investment Theme #3: AI Voice

12:23 - Investment Theme #4: AI Security

13:44 - Investment Theme #5: Open Source AI

14:31 - Conclusion: Compressing the Timeline