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Every piece, by year. Most recent first.
2026
10 pieces-
Waymo's 17-year detour was the moat: Dolgov on the foundation model behind 20 million rides
Dmitri Dolgov's AI Ascent 2026 fireside laid out the multimodal world-action-language model, the driver-simulator-critic stack, and why the 13x safety number is the bill that competitors haven't paid yet.
May 8- waymo
- autonomous-vehicles
- foundation-models
- robotics
- ai-ascent
- sequoia
-
Hassabis hasn't moved his AGI forecast in 16 years — the news is the drug pipeline
Hassabis's "2030" line at AI Ascent 2026 is the same prediction he made in 2010. The publishable claim is the falsifiable one: AlphaFold 3 plus Isomorphic Labs has now slipped its first clinical trial to end of 2026.
May 7- hassabis
- deepmind
- isomorphic-labs
- alphafold
- agi-timeline
- sequoia
-
Brockman is right: human attention is the next bottleneck, and the agent stack knows it
Greg Brockman's AI Ascent 2026 thesis is that judgment, not compute, becomes the scarce resource as agents take over execution — and Codex Cloud, Cursor 3, Devin, and Anthropic auto mode are already pricing it in.
May 6- brockman
- openai
- codex
- agent-ux
- human-in-the-loop
- sequoia
-
Jim Fan's great parallel — Nvidia is photocopying the LLM playbook for robots
Jim Fan's AI Ascent 2026 talk made the case that EgoScale's 0.1% teleop ratio, DreamDojo's 44,000-hour neural simulator, and a stated 95% confidence in robot auto-research by 2040 mean robotics has finally hit the data-and-compute curve LLMs hit in 2020.
May 5- robotics
- jim-fan
- nvidia-gear
- world-models
- humanoid
- sequoia
-
Karpathy's Software 3.0 — agentic engineering raises the ceiling
Karpathy's AI Ascent 2026 talk laid out the December 2025 phase change, why the Menu Gen app shouldn't exist, jagged intelligence, verifiability as the master variable, and the new programming surface.
May 4- karpathy
- vibe-coding
- agentic-engineering
- software-3
- verifiability
- sequoia
-
WizOfEcom's 5-agent content engine, audited
Mubbu's May 3 X long-form lays out a 5-agent stack for running founder personal brands in 45 minutes a week. The architecture is real. The proofs are gated. Here's the audit.
May 3- claude-code
- agent-skills
- personal-brand
- content-engine
- ai-agents
- x-twitter
-
Day 119 of the singularity: Patrick Collison's parabolic-chart sermon
Stripe opened Sessions 2026 with a chart of new firm formations going vertical and a familiar thesis — but the through-line was a single line from a Meta VP: payments are pivoting from a moment to a policy.
May 2- stripe
- agents
- payments
- macro
- ai-economy
-
Flue, Fred Schott, and the agent-harness moment in TypeScript
Fred Schott shipped Flue — a TypeScript framework that treats the agent harness as a first-class build target. Updated for the 1.0 Beta rewrite through beta.4, the new Actions primitive, @flue/react, the Cloudflare runtime deal, the Vercel-backed eve rival, and a fellow framework author's critique of what Flue makes first-class.
May 2- flue
- agents
- harness
- typescript
- astro
-
Sequoia's 'this is AGI' keynote is not a forecast — it's a portfolio decision
At AI Ascent 2026, Pat Grady and Sonya Huang argued long-horizon agents are functional AGI. The new claim is the meta-claim: Sequoia is now writing checks as if commercial AGI already arrived.
May 1- sequoia
- ai-ascent
- agi
- agents
- services-as-software
-
The complete developer's guide to Stripe Sessions 2026
Stripe shipped 288 launches at Sessions 2026, but only 3 are GA day-one — here is what is actually buildable today, the new agent-payment protocol stack, and ten projects worth shipping this quarter.
Apr 30- stripe
- agents
- developer-tools
- payments
- ai