Sequoia AI Ascent 2026 Declares 'Year of Agents' — $10 Trillion Services Market Now Addressable by Software

Sequoia Capital·high signal

At Sequoia's fourth annual AI Ascent (150+ founders, Karpathy/Hassabis/Brockman speaking), Sonya Huang declared 2026 the year agents finally ship — enabled by the convergence of models, tools, and harnesses. The standout thesis: AI unlocks roughly $10 trillion in services revenue the software industry could never previously address. Pat Grady's MAD framework (moats, affordance, deployment gaps) gives builders a concrete lens: don't ask what AI helps you build faster — ask what AI makes unnecessary.