红杉美国：未来一年，这五个AI赛道我们重点关注

Core Insights - Sequoia Capital views the AI revolution as a transformative event comparable to the Industrial Revolution, presenting a $10 trillion opportunity in the service industry, with only $20 billion currently automated by AI [1][7][13]. Investment Themes - Theme 1: Persistent Memory The concept of persistent memory involves both long-term memory for AI to retain shared context and the identity of AI agents to maintain their unique characteristics over time. This area remains largely unsolved, presenting a significant opportunity [30]. - Theme 2: Seamless Communication Protocols The need for standardized communication protocols among AI agents is critical for seamless collaboration, similar to the TCP/IP protocols during the internet revolution. This could transform business models by allowing AI agents to interact autonomously [32]. - Theme 3: AI Voice AI voice technology is currently maturing, with improvements in fidelity and latency, enabling real-time conversations. Its applications span consumer and enterprise sectors, including logistics and trading [35]. - Theme 4: AI Security There is a substantial opportunity in AI security across the development and consumer spectrum, ensuring safe technology development and usage. This includes protecting both users and AI agents from vulnerabilities [37]. - Theme 5: Open Source AI Open source AI is at a pivotal moment, with the potential to compete with proprietary models. This is essential for fostering a more open and accessible AI landscape, allowing broader participation in AI development [40].