Sequoia, 2023Generative AI's Act Two
Average credibility?Composite credibility score, weighted blend of Specificity, Accuracy, and Calibration. Higher means more credible.
57/ 100
Mixed3 of 3 predictions evaluated
Verdict breakdown
- Evaluated
- 3
Predictions
- 01
The generative AI market is entering 'Act 2,' which will shift from technology-driven novelty apps to customer-back solutions that solve human problems end-to-end.
- 02
Data moats for generative AI startups are on shaky ground; future generations of foundation models may obliterate any data advantages startups currently build.
- 03
Generative AI applications are expected to progressively move from level 0 to level 5 autonomy, becoming increasingly agentic and capable of solving problems end-to-end.