Harrison Chase explains that long-horizon AI agents are finally working because better reasoning models are paired with improved harnesses and context engineering. He argues coding agents are the leading use case, with file systems, memory, traces/evals, and code sandboxes as core primitives. The conversation also covers how building agents differs from traditional software, the role of human judgment, and implications for existing software vendors and vertical AI startups.
This Sequoia Capital video, published January 21, 2026, features Harrison Chase discussing AI-SECTOR, Data-rich software incumbents, Agent inbox/agent management UI, Browser-use agents. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Harrison Chase · Tickers: AI-SECTOR, Data-rich software incumbents, Agent inbox/agent management UI, Browser-use agents