Topic

ai-ascent

2

Pieces

MAY 08, 2026

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Tagged ai-ascent clear ×

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.

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.