Sequoia Capital predictions and outcomes

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Sequoia Capital Operations, LLC, doing business as Sequoia Capital or simply Sequoia, is an American venture capital firm headquartered in Menlo Park, California.

Agentsmade Jan 14, 2026, due Dec 20262026 will be the year of long-horizon agents, which are functionally AGI.Pat Grady, Sequoia CapitalAGIComputemade Dec 3, 2025, due Dec 2026TSMC capacity could become a material constraint on AI in 2026.David Cahn, Sequoia CapitalMarketsmade Dec 2025, due Dec 2026In 2026 a club of startups going from $0 to $1 billion in revenue will emerge.David Cahn, Sequoia Capital