Ruben (@rdominguezibar)
@rdominguezibar
investing, writing, building
1.2K 正在关注 6.8K 粉丝
Kimi's CEO🇨🇳 says every AI lab has the wrong obsession
Zhilin Yang, on why K3 beat the frontier: "Every lab, like Claude, thinks the model matters most. That's wrong. It's how you organize the people building it that wins."
Then Moonshot proved the philosophy. K3 sold out every plan on purpose, cutting their own revenue instead of throttling existing users. When Anthropic hit that wall in April, they cut users' usage 50% at peak.
His one big idea: long context is the AI era's RAM. The 128K-to-gigabytes jump, compressed into 2 years instead of 40.
The real moat: "your biggest advantage, perhaps your only advantage, is your organization."
Model, or the team behind it: which actually wins?
显示更多
Sequoia just mapped $1 TRILLION in services getting replaced by AI agents⚡
Already on autopilot:
▫️ Insurance brokerage: $140-200B
▫️ IT managed services: $100B+
▫️ Payroll & compliance: $50-70B
▫️ Accounting & audit: $50-80B
▫️ Paralegal / LPO: $36B
Next wave:
▫️ Supply chain & procurement: $200B+
▫️ Pharmacy back-office: $30B+
▫️ Wealth mgmt ops: $30B+
Their title says it all: "Services is the new software."
The safest seat in this shift is inside the companies building the agents, not the ones being replaced by them.
▫️ Sequoia portfolio companies hiring right now:
▫️ Remote roles at the best VC-backed startups:
Which one on this map surprises you most?
显示更多
