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From @sequoia's own your intelligence event. We're starting to see a new category of company emerge, the Full-Stack AI company, where innova…
From @sequoia's own your intelligence event. We're starting to see a new category of company emerge, the Full-Stack AI company, where innovation happens at both the product and intelligence layer. Tha
From @sequoia's own your intelligence event. We're starting to see a new category of company emerge, the Full-Stack AI company, where innovation happens at both the product and intelligence layer. That's why @sonyatweetybird led her opening keynote with: "The hottest new labs in my opinion are actually the applied research companies like @harvey @FactoryAI @glean @OpenEvidence @semgrep @tryramp" Proud of what the @harvey research and product teams have have accomplished across benchmarking, post-training, inference-time routing, agent harness optimization, scaling inference, open source, and more -- lots more to come here from this group OWN YOUR INTELLIGENCE Last year, building on open-weight models was primarily a cost rationalization exercise. Slightly worse performance for a much cheaper price. Now, it is increasingly an existential and strategic topic for our portfolio. Intelligence is the product. Companies…
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Source: Sonya Huang (X) | 2026-08-11