Bloomberg Talks Sequoia Partner Konstantine Buhler Talks Agentic AI
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Oct 7, 2025 Konstantine Buhler, a Partner at Sequoia Capital specializing in AI investments, dives into the nuances of agentic AI. He discusses the significant AMD-OpenAI deal and NVIDIA's critical role in powering AI. Topics range from how agentic AI can transform security and legal workflows to Sequoia's strategic investment choices. Konstantine highlights healthcare as an underexplored industry ripe for AI innovation and envisions a future with returns by 2026. His insights into partnerships, including with Citadel, provide a fascinating glimpse into the evolving AI landscape.
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Early Hardware Roots Of AI
- Sequoia delivered OpenAI's first DGX1 AI factory to Elon Musk at Sequoia in 2016, showing long-term hardware ties.
- Konstantine uses this story to highlight that the AI revolution is powered by impressive hardware.
Agentic AI Finishes Workflows
- Agentic AI not only makes decisions but takes actions to finish real workflows and deliver measurable time savings.
- Examples include Expo finding and fixing vulnerabilities and Harvey cutting contract review time from hours to minutes.
Back Founders Who Endure
- When investing early, prioritize founders and teams who will persist through long cycles of excitement and difficulty.
- Konstantine says Sequoia values founders with long-duration commitment over short-term hype.