Low agent penetration reflects how far most industries lag behind the frontier
Howie Liu's reaction to Sequoia's agent deployment chart is that it absolutely reflects the underpenetration of AI in industries that could already be disrupted or benefit with even today's AI capabilities. His view: if you took frontier agents today and deployed them into every one of those categories, you should eventually get to 100%. Most companies and industries are barely catching up to the three-year-ago state of the art, let alone disrupting themselves with the new state of the art.
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