The $10 Trillion AI Revolution

Published on: August 31, 2025

Tags: #ai #investment


A recent speech from Sequoia Capital, "The $10 Trillion AI Revolution," argues we're in a "Cognitive Revolution" that will reshape the global economy. It's a powerful thesis.

Key Insights in Brief

  • From Certainty to Leverage: The core shift is from writing rigid, rule-based software (certainty) to building goal-oriented AI agents that figure out how to solve problems (leverage). This allows one person to accomplish the work of many.
  • FLOPs per Knowledge Worker: A new metric to measure production. Just as the Industrial Revolution used horsepower, the Cognitive Revolution will be measured by the computational power available to each worker.
  • Real-World Validation: Tangible results and value creation are becoming more important than abstract academic benchmarks for measuring AI's success.

From Theory to Code: The Cognitive Leverage Engine

To translate these concepts into a hands-on experience, I'm building the Cognitive Leverage Engine.

Explore the Project on GitHub: https://github.com/zhu-weijie/cognitive-leverage-engine

This project is a practical lab where you can:

  • Simulate the "FLOPs per knowledge worker" metric with an interactive API.
  • Explore the difference between "certainty" and "leverage" agent architectures.
  • Experiment with forward-looking AI themes like persistent memory and voice interfaces.

The best way to understand the future is to build it.

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