AI 50: AI Agents Move Beyond Chat

AI graduated from answer engine to action engine in 2025.
Harvey runs full legal workflows: doc review, case analysis, negotiation.
- Replaces entire junior legal team capacity.
Sierra automates customer service; Cursor ships features via plain English.
- Both represent enterprise AI moving from assist to execute.
Figure AI: 12,000 humanoid robots/year, Helix model in production.
Skild AI builds universal robotics foundation models across platforms.
Jensen Huang: physical AI for robotics = $50 trillion opportunity.
Consumer AI agents (scheduling, travel, files) expected to proliferate 2026.

X discourse

@Av1dlive: “this is the next $100B opportunity in ai… it’s harness engineering.” (1159 likes)
@pvergadia: “Fine-tuning is DEAD. Agentic Context Engineering (ACE) - self-improving AI from execution feedback.” (491 likes)
@levie: “For any worker who is able to wield AI agents effectively… their compute budgets are just going to monotonically go up” (496 likes)
@profjamesevans: “Agentic AI and the Next Intelligence Explosion… AI is extending this sequence, not breaking from it.” (284 likes)
@haider1: “Eric Schmidt says… we’re in the year of agents, and superintelligence is 2-3 years away.” (246 likes)
@alex_prompter: “Stanford paper: When thinking tokens are matched, single agents beat multi-agent systems.” (226 likes)

Konstantine Buhler, Sequoia Capital — April 10, 2025 · 2025-04-10 · Read on sequoiacap.com