**[Sequoia: The AI Wave Holds a $10 Trillion Opportunity, A Transformative Force Comparable to the Industrial Revolution]** BlockBeats News, August 29 – Sequoia Capital has defined the current wave of artificial intelligence as a profound "Cognitive Revolution," asserting that its transformative power will rival or even surpass the Industrial Revolution, while harboring a massive $10 trillion business opportunity. Recently, Sequoia Capital partner Konstantine Buhler delivered a speech titled *"The AI Revolution: A $10 Trillion Wave Bigger Than the Industrial Revolution."* In the speech, he explicitly pointed out that the next battleground for AI lies in the vast service industry market. Similar to how SaaS software not only eroded the market share of traditional software but also significantly expanded the boundaries of the entire market, AI will also bring disruptive transformation and expansion to the service industry. Likewise, AI will fundamentally reshape and expand traditional service sectors such as law, accounting, and healthcare, which have historically been dominated by large partnership firms, giving rise to new AI-driven publicly listed companies and even altering the S&P 500 index as we know it today. At the dawn of this "Cognitive Revolution," Sequoia Capital is actively seeking and investing in startups capable of "specializing" general AI technologies. These companies, akin to the Rockefellers and Carnegies of their time, bear the mission of building the market leaders of the future, refining general AI models into "cognitive assembly lines" that address specific industry pain points. Over the next 12–18 months, Sequoia will focus on five key investment themes: persistent memory; seamless communication protocols between AIs; AI voice; end-to-end AI security; and open-source AI.