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  "text": "We recently had the opportunity to discuss the current state of AI with Jensen Huang from Nvidia. This presentation summarizes our discussion.\n\nJensen has talked about building the \"AI factory\" of the future.\n\nWhat took 144 years during the Industrial Revolution might happen in just a few years with AI.\n\nHere's why: rapid specialization.\n\nBeyond a certain scale, complex systems need both general-purpose and highly specialized components to mature. Today, we're living through the \"Cognitive Revolution\":\n\n→ 1999: First GPU (our \"steam engine\")\n→ 2016: First AI factory putting all components together\n→ 20XX: The cognitive assembly line\n\nThe question isn't if this transformation will happen. It's who will be build the Standard Oil, Carnegie Steel and Ford of the AI era.\n\nAt @sequoia, we believe it's the startups being built right now—the ones carrying out this specialization imperative across every industry. The cognitive revolution is here. And it's moving faster than anything we've seen before.\n\nWatch the full presentation on YouTube: https://t.co/faHjhJHARM",
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