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  1. Jun 20, 2024 · The $125B hole is now a $500B hole: In the last analysis, I generously assumed that each of Google, Microsoft, Apple and Meta will be able to generate $10B annually from new AI-related revenue. I also assumed $5B in new AI revenue for each of Oracle, ByteDance, Alibaba, Tencent, X, and Tesla.

  2. 1 day ago · French startup Dust has raised a $16 million Series A funding round led by Sequoia Capital. With Dust, companies can create custom AI assistants and share them with their employees so that they ...

  3. 1 day ago · The deal was led by Meritech Capital Partners, with participation from Sequoia Capital, First Round Capital and others. It brings the startup’s total funding haul to $66 million, the company said.

  4. Jun 20, 2024 · A decade after Christopher and Michael built HubSpot’s original sales suite, AI is opening up new pathways for forging customer relationships—and Day.ai is leading the way. Day.ai co-founders Christopher O’Donnell and Michael Pici at Sequoias office in New York.

  5. Jun 18, 2024 · The secret sauce behind the newest cohort of agents is that they use custom cognitive architectures to provide guardrails and a framework for controlling state to keep agents focused and not flying off the rails, while also embracing the full power and capabilities of LLMs.

  6. Jun 19, 2024 · The capital provider blames capital itself — capitalism, huh? One of the clearest subtweets within the deck is Sequoia’s commentary on cross-over funds.

  7. 2 days ago · Sequoia Capital’s investment in Dust marks another significant venture capital infusion into France’s AI sector, following Mistral’s recent funding round that valued the company at $6 billion.