Ayush Gundawar(@gundawar):This slide from @flappyairplanes’s talk at Sequoia’s AI Ascent is pretty cool. For those working inside any one circle, it generally feels fairly obvious that the application of AI to that industry has a large TAM. But the birds-eye view is still striking -- we are quite early in the diffusion process, and many high-TAM surfaces remain ‘unsolved’

2026.09.19 01:29

This slide from @flappyairplanes’s talk at Sequoia’s AI Ascent is pretty cool. For those working inside any one circle, it generally feels fairly obvious that the application of AI to that industry has a large TAM. But the birds-eye view is still striking -- we are quite early in the diffusion process, and many high-TAM surfaces remain ‘unsolved’