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BREAKING: Sequoia Launches Two New Early Stage Funds: $200M Seed Fund VI & $750M Venture Fund XIX Alfred Lin (Alfred Lin), No 1 Midas List Investor (2 yrs in a row) shares Sequoia’s company-building philosophy with stories from OpenAI, DoorDash, Airbnb, Kalshi, Commure, Zipline, + For more than 50...

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Molly O’Shea

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356,690 просмотров • 11 месяцев назад •via X (Twitter)

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BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.” “If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.” For more than 5 decades, Sequoia Capital has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. But as Alfred Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. Since 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025). In this conversation, Alfred breaks down: - Why AI is accelerating startup growth and product velocity - Why “AI kills SaaS” is the wrong framework - How moats change during paradigm shifts - What Alfred is hearing in boardrooms right now - Which companies are most vulnerable in the AI era - Founder-market fit & the importance of “spikes” - Why the next generation of companies could be much bigger than today’s giants - How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities. Recorded live Feb 26th at the Upfront Ventures Summit 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital (01:00) The metric Sequoia actually cares about (02:54) $43B distributed since 2020 (05:41) The biggest wave Alfred has seen in his career (08:19) Amazon did not k*ll Walmart (10:09) Paradigm shifts and changing moats (14:38) Boardroom conversations about the future (17:11) Companies that fail to adapt fall behind (19:31) From waterfall development to agile teams (23:06) Sequoia’s AI investment strategy (24:48) Managing context switching between portfolio companies (26:00) Becoming Co-Steward of Sequoia Capital (29:31) How to navigate the AI wave
32:21

BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.” “If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.” For more than 5 decades, Sequoia Capital has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. But as Alfred Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. Since 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025). In this conversation, Alfred breaks down: - Why AI is accelerating startup growth and product velocity - Why “AI kills SaaS” is the wrong framework - How moats change during paradigm shifts - What Alfred is hearing in boardrooms right now - Which companies are most vulnerable in the AI era - Founder-market fit & the importance of “spikes” - Why the next generation of companies could be much bigger than today’s giants - How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities. Recorded live Feb 26th at the Upfront Ventures Summit 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital (01:00) The metric Sequoia actually cares about (02:54) $43B distributed since 2020 (05:41) The biggest wave Alfred has seen in his career (08:19) Amazon did not k*ll Walmart (10:09) Paradigm shifts and changing moats (14:38) Boardroom conversations about the future (17:11) Companies that fail to adapt fall behind (19:31) From waterfall development to agile teams (23:06) Sequoia’s AI investment strategy (24:48) Managing context switching between portfolio companies (26:00) Becoming Co-Steward of Sequoia Capital (29:31) How to navigate the AI wave

Molly O’Shea

304,439 просмотров • 6 месяцев назад

THE LIBRARY OF MINDS: EPISODE 2 - featuring Roelof Botha (Roelof Botha) Managing Partner of Sequoia. Ex-CFO of PayPal. Early backer of YouTube, Instagram, Square. Quiet architect behind generational companies. We cover: • How elite orgs think like teams-not stars • The false choice between growth & revenue • Cultural discipline > technical talent • Lessons from PayPal’s defining chaos • What founders still get wrong about scale Plus: How Sequoia Capital beats complacency, the discipline to cut early for culture, personal tales of hardship, and what it means to digitize a mind. (00:00) - Intro (01:00) - Who is Roelof (01:49) - Managing chaos: Focus and trust at PayPal during crisis (03:28) - Metrics: PayPal’s Total Payment Volume as growth driver (04:42) - Growth vs. revenue: Why great companies do both (06:48) - Square’s wedge: Card reader to financial ecosystem (09:31) - Category creation: Product quality over hype (10:55) - Retention > Distribution: Building lasting value (13:03) - companies: Mission, values, and discipline (14:34) - AI era: Rethinking org design and founder leverage (15:56) - Hardship: Pressure as a catalyst for innovation (19:03) - The crater lesson: Why immunity breeds weakness (20:23) - Adversity: Learning from PayPal’s and Sequoia’s toughest moments (23:17) - Patience: Thinking in decades at Sequoia (24:21) - Delphi: Memory, legacy, and digital minds (25:59) - No complacency: Sequoia’s culture of accountability (29:05) - Leadership: Conviction and adapting to change (32:19) - The future: Pre-mortems and staying ahead
34:17

THE LIBRARY OF MINDS: EPISODE 2 - featuring Roelof Botha (Roelof Botha) Managing Partner of Sequoia. Ex-CFO of PayPal. Early backer of YouTube, Instagram, Square. Quiet architect behind generational companies. We cover: • How elite orgs think like teams-not stars • The false choice between growth & revenue • Cultural discipline > technical talent • Lessons from PayPal’s defining chaos • What founders still get wrong about scale Plus: How Sequoia Capital beats complacency, the discipline to cut early for culture, personal tales of hardship, and what it means to digitize a mind. (00:00) - Intro (01:00) - Who is Roelof (01:49) - Managing chaos: Focus and trust at PayPal during crisis (03:28) - Metrics: PayPal’s Total Payment Volume as growth driver (04:42) - Growth vs. revenue: Why great companies do both (06:48) - Square’s wedge: Card reader to financial ecosystem (09:31) - Category creation: Product quality over hype (10:55) - Retention > Distribution: Building lasting value (13:03) - companies: Mission, values, and discipline (14:34) - AI era: Rethinking org design and founder leverage (15:56) - Hardship: Pressure as a catalyst for innovation (19:03) - The crater lesson: Why immunity breeds weakness (20:23) - Adversity: Learning from PayPal’s and Sequoia’s toughest moments (23:17) - Patience: Thinking in decades at Sequoia (24:21) - Delphi: Memory, legacy, and digital minds (25:59) - No complacency: Sequoia’s culture of accountability (29:05) - Leadership: Conviction and adapting to change (32:19) - The future: Pre-mortems and staying ahead

Dara

322,445 просмотров • 11 месяцев назад

Matt Miller left Sequoia Capital last year to start his own fund. Since then he's raised $400m and invested in some of the most exciting companies in the world including Synthesia 🎥, , Lovable, n8n.io, Harvey and many more. He's built an entirely new model around his group of "Legends" - 150 of the top founders, operators and investors from around the world. In Europe @matiii, Victor Riparbelli and Laura Modiano are all members. I sat down with him at the Evantic Capital offices for his FIRST INTERVIEW since leaving Sequoia Capital where we discussed: (00:00) - Introduction (01:02) - The Evantic Model and The Legends (05:02) - Getting access to the hottest deals (10:02) - The Gala, Europe's biggest tech event (15:26) - What investments and why (18:01) - Building a global firm from Europe (20:01) - We need more than one Index (21:31) - Why he's betting on Europe (22:45) - LP rejections and why (24:30) - Transition to Founding Partner (27:18) - Why he left Sequoia (29:48) - Lessons learnt from Sequoia (31:41) - Building Sequoia's presence in Europe (33:15) - Evolution of European Tech (35:00) - What's not going well in European Tech (36:00) - The role of EU–INC (37:14) - Sovereignty in Europe (38:50) - What makes a great founder (40:50) - Quickfire Tonight Matt Miller is hosting some of best of global tech at his new flagship event. If you're going to be there let me know.
46:06

Matt Miller left Sequoia Capital last year to start his own fund. Since then he's raised $400m and invested in some of the most exciting companies in the world including Synthesia 🎥, , Lovable, n8n.io, Harvey and many more. He's built an entirely new model around his group of "Legends" - 150 of the top founders, operators and investors from around the world. In Europe @matiii, Victor Riparbelli and Laura Modiano are all members. I sat down with him at the Evantic Capital offices for his FIRST INTERVIEW since leaving Sequoia Capital where we discussed: (00:00) - Introduction (01:02) - The Evantic Model and The Legends (05:02) - Getting access to the hottest deals (10:02) - The Gala, Europe's biggest tech event (15:26) - What investments and why (18:01) - Building a global firm from Europe (20:01) - We need more than one Index (21:31) - Why he's betting on Europe (22:45) - LP rejections and why (24:30) - Transition to Founding Partner (27:18) - Why he left Sequoia (29:48) - Lessons learnt from Sequoia (31:41) - Building Sequoia's presence in Europe (33:15) - Evolution of European Tech (35:00) - What's not going well in European Tech (36:00) - The role of EU–INC (37:14) - Sovereignty in Europe (38:50) - What makes a great founder (40:50) - Quickfire Tonight Matt Miller is hosting some of best of global tech at his new flagship event. If you're going to be there let me know.

Seb Johnson

25,332 просмотров • 7 месяцев назад

Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tarek’s only interview post this news. - How Polymarket made Kalshi better? - Is Kalshi just sports betting with a new label? - The future of prediction markets? - Messi investing in Kalshi??? Spotify 👉 Youtube 👉 Apple Podcasts 👉 Spice, laughter and my 6 takeaways with Tarek Mansour 👇 Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry? 20:48 The Future of Prediction Markets 24:04 Why Does Kalshi Partner with CNN When They Could Replace Them? 27:31 Why Did Tarek Fight For the Rights of his Early Investors So Much? 28:34 What Makes Alfred Lin The Best? 30:56 Does Having Sequoia as an Investor Change the Game? 39:22 Are Teenage Founders Today Emotionally Ready to Lead Companies 41:11 Quick-Fire Round: Celebrity Investors, Relationships with Parents
47:45

Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tarek’s only interview post this news. - How Polymarket made Kalshi better? - Is Kalshi just sports betting with a new label? - The future of prediction markets? - Messi investing in Kalshi??? Spotify 👉 Youtube 👉 Apple Podcasts 👉 Spice, laughter and my 6 takeaways with Tarek Mansour 👇 Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry? 20:48 The Future of Prediction Markets 24:04 Why Does Kalshi Partner with CNN When They Could Replace Them? 27:31 Why Did Tarek Fight For the Rights of his Early Investors So Much? 28:34 What Makes Alfred Lin The Best? 30:56 Does Having Sequoia as an Investor Change the Game? 39:22 Are Teenage Founders Today Emotionally Ready to Lead Companies 41:11 Quick-Fire Round: Celebrity Investors, Relationships with Parents

Harry Stebbings

13,830 просмотров • 9 месяцев назад

BREAKING: Nominal Raises $75M Series B Led by Sequoia Capital | No. 1 on Midas List, Alfred Lin Joins Board Closed in just 10 days, Cameron McCord, CEO & Founder of Nominal breaks down the process, market, & products on Sourcery We go deep into: 00:00 - $75M Series B Led by Sequoia 03:12- From Anduril to Nominal 06:01 - Market Opportunities & Challenges in AD 08:58 - Continuous Hardware Testing 11:48 - Nominal's Unified Operating Platform 15:03 - Role of Connect in Hardware Testing 17:55 - Trends & Predictions in Defense Sector 20:48 - Navigating Supply Chain & Testing Landscape 23:48 - Importance of Collaboration with Primes 26:49 - Delta Qualification 34:06 - Nominal's Products: Core & Connect 52:10 - Case Studies: Aerospace, Nuclear, and Maritime 01:00:24 - Efficiency Gains & Cost Savings 01:03:20 - Navigating Innovation in a Rapidly Changing Landscape 01:06:49 - GTM Strategies for Diverse Customers 01:09:10 - Building a Talented Team for Growth 01:14:57 - Lessons from Fundraising & Future Outlook
1:27:44

BREAKING: Nominal Raises $75M Series B Led by Sequoia Capital | No. 1 on Midas List, Alfred Lin Joins Board Closed in just 10 days, Cameron McCord, CEO & Founder of Nominal breaks down the process, market, & products on Sourcery We go deep into: 00:00 - $75M Series B Led by Sequoia 03:12- From Anduril to Nominal 06:01 - Market Opportunities & Challenges in AD 08:58 - Continuous Hardware Testing 11:48 - Nominal's Unified Operating Platform 15:03 - Role of Connect in Hardware Testing 17:55 - Trends & Predictions in Defense Sector 20:48 - Navigating Supply Chain & Testing Landscape 23:48 - Importance of Collaboration with Primes 26:49 - Delta Qualification 34:06 - Nominal's Products: Core & Connect 52:10 - Case Studies: Aerospace, Nuclear, and Maritime 01:00:24 - Efficiency Gains & Cost Savings 01:03:20 - Navigating Innovation in a Rapidly Changing Landscape 01:06:49 - GTM Strategies for Diverse Customers 01:09:10 - Building a Talented Team for Growth 01:14:57 - Lessons from Fundraising & Future Outlook

Molly O’Shea

96,799 просмотров • 1 год назад

BREAKING: How Elon Builds Trillion-Dollar Companies Shaun Maguire (Shaun Maguire), Partner at Sequoia: "I first invested in 2019.. cumulative invested probably $1.2 billion, & across all the different funds, that position's worth about $12 billion today.. in the $800 billion valuation. And so hopefully, in the IPO it's worth a lot more." Shaun & Sequoia Capital have backed 5 of Elon's companies: SpaceX, xAI, Neuralink, The Boring Company, & X. This interview is a behind-the-scenes look inside Elon’s operating system — from one of the most technically fluent investors in Silicon Valley. This was so much fun, I hope you enjoy! Highlights: (00:00) Shaun Maguire, Partner at Sequoia Capital (01:10) SpaceX Upcoming IPO & data centers in space (05:00) The math behind space-based data centers (07:05) Breaking down Starlink from first principles (12:10) Economics of Starlink vs legacy telecom (14:41) Starlink + self-driving cars (16:29) Starship, direct-to-cell, & the next decade roadmap (19:38) SpaceX investment size and returns so far (20:25) Why is Elon still underrated? (21:33) How SpaceX went from contrarian to consensus (25:39) Why does Elon keep a tight investor circle? (27:06) Why does the market still underestimate xAI? (29:47) AI capex, liquidity cycles, & why spending is rational (32:11) Staying private vs going public: what makes more sense (35:47) Mission-driven cultures vs post-liquidity slowdown (37:53) Preparing founders psychologically for liquidity events (40:33) Why this may be the healthiest wealth creation cycle
42:54

BREAKING: How Elon Builds Trillion-Dollar Companies Shaun Maguire (Shaun Maguire), Partner at Sequoia: "I first invested in 2019.. cumulative invested probably $1.2 billion, & across all the different funds, that position's worth about $12 billion today.. in the $800 billion valuation. And so hopefully, in the IPO it's worth a lot more." Shaun & Sequoia Capital have backed 5 of Elon's companies: SpaceX, xAI, Neuralink, The Boring Company, & X. This interview is a behind-the-scenes look inside Elon’s operating system — from one of the most technically fluent investors in Silicon Valley. This was so much fun, I hope you enjoy! Highlights: (00:00) Shaun Maguire, Partner at Sequoia Capital (01:10) SpaceX Upcoming IPO & data centers in space (05:00) The math behind space-based data centers (07:05) Breaking down Starlink from first principles (12:10) Economics of Starlink vs legacy telecom (14:41) Starlink + self-driving cars (16:29) Starship, direct-to-cell, & the next decade roadmap (19:38) SpaceX investment size and returns so far (20:25) Why is Elon still underrated? (21:33) How SpaceX went from contrarian to consensus (25:39) Why does Elon keep a tight investor circle? (27:06) Why does the market still underestimate xAI? (29:47) AI capex, liquidity cycles, & why spending is rational (32:11) Staying private vs going public: what makes more sense (35:47) Mission-driven cultures vs post-liquidity slowdown (37:53) Preparing founders psychologically for liquidity events (40:33) Why this may be the healthiest wealth creation cycle

Molly O’Shea

2,274,753 просмотров • 8 месяцев назад

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*
36:59

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*

Jack Altman

57,856 просмотров • 4 месяцев назад

BREAKING: Nominal Hits $1B Valuation — Founders Fund Preempts $80M B-2 Acceleration Round Just 10 months after Nominal's $75M Series B led by Sequoia's Alfred Lin CEO Cameron McCord & Trae Stephens (Founders Fund + Anduril) join Sourcery to discuss: - $155M raised in 10 months, nearly $200M total funding - Early validation at Anduril - 4 of the 5 largest defense primes are now customers - Reducing major hardware test campaigns by 50–60% (which can cost ~$3M per day) - Strategy: platform expansion, potential M&A, and aggressive hiring - Anduril LORE All systems Nominal. Cameron McCord Trae Stephens Alfred Lin 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Trae Stephens & Cameron McCord (01:11) Nominal raises $80M from Founders Fund (03:32) Why Founders Fund made the investment (05:22) Palantir, FF, Anduril: Trae is a "Slashie" (07:14) Nominal: the GitHub for hardware testing (12:33) Why Sequoia believed Nominal’s TAM was much bigger (15:36) Inside Nominal’s growing defense customer base (17:32) Why government hardware testing still relies on Excel and MATLAB (22:22) Cutting hardware testing time by up to 60% (26:55) How AI changes hardware development (37:22) Why the government is backing new defense tech companies (33:35) Nominal's sales strategy (45:44) Competing with legacy software giants (46:24) Recruiting top engineers (50:56) Early Anduril LORE: Stories from the desert
54:47

BREAKING: Nominal Hits $1B Valuation — Founders Fund Preempts $80M B-2 Acceleration Round Just 10 months after Nominal's $75M Series B led by Sequoia's Alfred Lin CEO Cameron McCord & Trae Stephens (Founders Fund + Anduril) join Sourcery to discuss: - $155M raised in 10 months, nearly $200M total funding - Early validation at Anduril - 4 of the 5 largest defense primes are now customers - Reducing major hardware test campaigns by 50–60% (which can cost ~$3M per day) - Strategy: platform expansion, potential M&A, and aggressive hiring - Anduril LORE All systems Nominal. Cameron McCord Trae Stephens Alfred Lin 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Trae Stephens & Cameron McCord (01:11) Nominal raises $80M from Founders Fund (03:32) Why Founders Fund made the investment (05:22) Palantir, FF, Anduril: Trae is a "Slashie" (07:14) Nominal: the GitHub for hardware testing (12:33) Why Sequoia believed Nominal’s TAM was much bigger (15:36) Inside Nominal’s growing defense customer base (17:32) Why government hardware testing still relies on Excel and MATLAB (22:22) Cutting hardware testing time by up to 60% (26:55) How AI changes hardware development (37:22) Why the government is backing new defense tech companies (33:35) Nominal's sales strategy (45:44) Competing with legacy software giants (46:24) Recruiting top engineers (50:56) Early Anduril LORE: Stories from the desert

Molly O’Shea

139,078 просмотров • 6 месяцев назад

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts
1:08:56

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts

Molly O’Shea

142,359 просмотров • 7 месяцев назад

BREAKING: Inside a16z's $22B AUM Growth Fund Waymo, Kalshi, Coinbase, Robinhood, Stripe, Revolut, ElevenLabs, Flock Safety, Harvey, EliseAI, Hebbia, Roblox, Anduril, Sardine With a fresh $6.75B Growth fund, General Partner Alex Immerman (Alex Immerman) shares how a16z evaluates category leaders & why firms are rethinking old metrics in the AI era. “If you look at OpenAI & Anthropic alone, those two companies added as much revenue last year as 1/2 of the public cloud universe excluding the Mag Seven.” Even as AI added ~$6T in market value to the stock market in 2025, we discuss the private companies driving the next wave of growth. Topics include: • Marc Andreessen lore • Why the fastest-growing tech companies are still private • Waymo’s expansion & the future of autonomous vehicles • ElevenLabs & the breakout of voice AI platforms • Kalshi & the rise of prediction markets • The four largest tech companies adding 1% to U.S. GDP growth with $400B in spending in 2025 • How a16z grew from a startup VC to capturing 18% of all U.S. venture capital • Why engagement, retention, & product defensibility matter more than ever Full conversation ↓ 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Immerman, GP a16z (00:53) Flock Safety: Most underrated company in America (03:43) Private vs public market growth gap (04:43) Do gross margins matter in AI companies? (06:33) Waymo’s growth & $16B funding round (08:13) The future of ride sharing & autonomous vehicles (10:01) Where the value in self driving tech will accrue (12:27) Tesla FSD vs Waymo’s full stack approach (13:50) The growing brand power of Waymo (15:43) What comes after autonomous cars? (17:41) Are people really worried about AI taking over? (18:55) Inside ElevenLabs’ $500M funding round (22:12) The real world use cases of voice AI agents (22:55) How a16z invested in Kalshi (24:11) Why Kalshi over Polymarket? (26:35) Prediction markets vs g*mbling (29:33) Is fintech making a comeback? (32:44) Why stablecoins are becoming important (33:30) Lessons from Coinbase founder Brian Armstrong (34:19) How a16z evaluates growth companies (36:52) Where startups spend money: R&D vs marketing (38:44) Why startups need a strong Act 2 (40:08) Why venture outcomes are getting bigger & bigger (42:24) Why backing the market leader matters (43:49) The best books for founders (44:59) How a16z built its media machine (47:03) Who will be the first Trillionaire?
48:41

BREAKING: Inside a16z's $22B AUM Growth Fund Waymo, Kalshi, Coinbase, Robinhood, Stripe, Revolut, ElevenLabs, Flock Safety, Harvey, EliseAI, Hebbia, Roblox, Anduril, Sardine With a fresh $6.75B Growth fund, General Partner Alex Immerman (Alex Immerman) shares how a16z evaluates category leaders & why firms are rethinking old metrics in the AI era. “If you look at OpenAI & Anthropic alone, those two companies added as much revenue last year as 1/2 of the public cloud universe excluding the Mag Seven.” Even as AI added ~$6T in market value to the stock market in 2025, we discuss the private companies driving the next wave of growth. Topics include: • Marc Andreessen lore • Why the fastest-growing tech companies are still private • Waymo’s expansion & the future of autonomous vehicles • ElevenLabs & the breakout of voice AI platforms • Kalshi & the rise of prediction markets • The four largest tech companies adding 1% to U.S. GDP growth with $400B in spending in 2025 • How a16z grew from a startup VC to capturing 18% of all U.S. venture capital • Why engagement, retention, & product defensibility matter more than ever Full conversation ↓ 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Immerman, GP a16z (00:53) Flock Safety: Most underrated company in America (03:43) Private vs public market growth gap (04:43) Do gross margins matter in AI companies? (06:33) Waymo’s growth & $16B funding round (08:13) The future of ride sharing & autonomous vehicles (10:01) Where the value in self driving tech will accrue (12:27) Tesla FSD vs Waymo’s full stack approach (13:50) The growing brand power of Waymo (15:43) What comes after autonomous cars? (17:41) Are people really worried about AI taking over? (18:55) Inside ElevenLabs’ $500M funding round (22:12) The real world use cases of voice AI agents (22:55) How a16z invested in Kalshi (24:11) Why Kalshi over Polymarket? (26:35) Prediction markets vs g*mbling (29:33) Is fintech making a comeback? (32:44) Why stablecoins are becoming important (33:30) Lessons from Coinbase founder Brian Armstrong (34:19) How a16z evaluates growth companies (36:52) Where startups spend money: R&D vs marketing (38:44) Why startups need a strong Act 2 (40:08) Why venture outcomes are getting bigger & bigger (42:24) Why backing the market leader matters (43:49) The best books for founders (44:59) How a16z built its media machine (47:03) Who will be the first Trillionaire?

Molly O’Shea

145,674 просмотров • 6 месяцев назад

BREAKING: Google Completes $32B Acquisition of Wiz $6M Seed → $32 Billion Exit First seed investor Gili Raanan (Gili Raanan // Cyberstarts) of Cyberstarts explains how a $6M seed check became the largest cybersecurity exit ever — & what it’s like working with CEO Assaf Rappaport. Cyberstarts stats: - $1.5B+ AUM across 7 funds - Backed 30 companies - Portfolio represents over $61B in combined value (50% of the worldwide private cybersecurity companies market) - Backed at Seed: Wiz, Island, Fireblocks, Cyera, Transmit Security - 9 exits including Noname, Axis, Bionic, Dazz, Avalor This conversation took place in London February 12th, 2026. We cover: • Early days of Wiz & how the company evolved from seed to a $32B outcome • Why Wiz achieved such strong product market fit • What made Assaf (Assaf Rappaport) and the founding team special • How Cyberstarts picks founders before there is product or code • Why Gili believes AI could create the darkest decade in cybersecurity • What the next generation of $50B–$100B cyber companies could look like 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Gili Raanan, Founder Cyberstarts (01:05) From Sequoia to building a Cyber only venture fund (04:39) Building CAPTCHA and the first web application firewall at 27 (05:35) Growing up in a small Israeli town and discovering computers (09:15) Why he decided to focus only on cybersecurity (11:05) Investing in people, not ideas (12:45) The kind of founders he looks for (14:05) Why adversity creates better entrepreneurs (16:11) When a small fund delivers outsized returns (19:00) A portfolio with 50% of private cyber market value (20:12) Growing up introverted & learning to observe people (26:30) What makes a company truly important (30:48) Why do Israeli founders dominate cybersecurity? (31:05) Helping founders become the best version of themselves (37:06) Israeli culture, pressure, and resilience (41:25) Breaking the ceiling with companies like Wiz (43:24) Why limits exist mostly in our minds (46:15) Facing fears, Yoga and overcoming internal limits (47:32) The “Sunrise” method for finding PMF (51:55) Why building startups is an emotional journey (56:25) How cybersecurity ideas actually emerge (58:15) The dark decade of cybersecurity (01:06:45) Asimov’s laws of robotics and AI guardrails (01:09:55) The three biggest cybersecurity risks in 2026 (01:12:25) Inside the $32B Wiz deal (01:22:23) What makes Wiz co-founder Assaf exceptional (01:24:33) Surrounding yourself with great people (01:28:48) The biggest takeaways from his time at Sequoia: Doug Leone, Mike Moritz (01:32:05) What’s next for Cyberstarts?
1:36:36

BREAKING: Google Completes $32B Acquisition of Wiz $6M Seed → $32 Billion Exit First seed investor Gili Raanan (Gili Raanan // Cyberstarts) of Cyberstarts explains how a $6M seed check became the largest cybersecurity exit ever — & what it’s like working with CEO Assaf Rappaport. Cyberstarts stats: - $1.5B+ AUM across 7 funds - Backed 30 companies - Portfolio represents over $61B in combined value (50% of the worldwide private cybersecurity companies market) - Backed at Seed: Wiz, Island, Fireblocks, Cyera, Transmit Security - 9 exits including Noname, Axis, Bionic, Dazz, Avalor This conversation took place in London February 12th, 2026. We cover: • Early days of Wiz & how the company evolved from seed to a $32B outcome • Why Wiz achieved such strong product market fit • What made Assaf (Assaf Rappaport) and the founding team special • How Cyberstarts picks founders before there is product or code • Why Gili believes AI could create the darkest decade in cybersecurity • What the next generation of $50B–$100B cyber companies could look like 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Gili Raanan, Founder Cyberstarts (01:05) From Sequoia to building a Cyber only venture fund (04:39) Building CAPTCHA and the first web application firewall at 27 (05:35) Growing up in a small Israeli town and discovering computers (09:15) Why he decided to focus only on cybersecurity (11:05) Investing in people, not ideas (12:45) The kind of founders he looks for (14:05) Why adversity creates better entrepreneurs (16:11) When a small fund delivers outsized returns (19:00) A portfolio with 50% of private cyber market value (20:12) Growing up introverted & learning to observe people (26:30) What makes a company truly important (30:48) Why do Israeli founders dominate cybersecurity? (31:05) Helping founders become the best version of themselves (37:06) Israeli culture, pressure, and resilience (41:25) Breaking the ceiling with companies like Wiz (43:24) Why limits exist mostly in our minds (46:15) Facing fears, Yoga and overcoming internal limits (47:32) The “Sunrise” method for finding PMF (51:55) Why building startups is an emotional journey (56:25) How cybersecurity ideas actually emerge (58:15) The dark decade of cybersecurity (01:06:45) Asimov’s laws of robotics and AI guardrails (01:09:55) The three biggest cybersecurity risks in 2026 (01:12:25) Inside the $32B Wiz deal (01:22:23) What makes Wiz co-founder Assaf exceptional (01:24:33) Surrounding yourself with great people (01:28:48) The biggest takeaways from his time at Sequoia: Doug Leone, Mike Moritz (01:32:05) What’s next for Cyberstarts?

Molly O’Shea

161,060 просмотров • 6 месяцев назад

Today, more than 3% of the world's lawyers use Legora, and the company has grown from $1 million to $100 million in ARR since launching in October 2024. At Startup School 2026, Legora co-founder and CEO Max Junestrand shares how they built one of the fastest-growing enterprise software companies in the world, from cold emailing lawyers and moving into a customer's office to freezing sales for six months to rebuild the product. He explains why building a company is ultimately about people, how to create a culture that wants to win, and why founders have to learn to love the hustle. 00:07 — From 3 Engineers to $100M ARR 03:15 — How Legora Got Started 05:09 — Learning the Legal Industry From Scratch 07:22 — Getting Rejected by YC 09:36 — Moving Into a Customer's Office 11:11 — Going From Zero to $1M ARR During YC 13:26 — Why We Froze Sales for Six Months 15:18 — Rebuilding the Product From Scratch 17:26 — Building a Company Is About People 21:51 — Creating a Culture That Wants to Win 25:26 — You Have to Love the Hustle 27:55 — Do Founders Need Domain Expertise? 29:14 — Betting on Models Getting Better 36:29 — When Should You Start a Company? 45:04 — How to Become More Ambitious 48:18 — The Skills Founders Need Today
59:39

Today, more than 3% of the world's lawyers use Legora, and the company has grown from $1 million to $100 million in ARR since launching in October 2024. At Startup School 2026, Legora co-founder and CEO Max Junestrand shares how they built one of the fastest-growing enterprise software companies in the world, from cold emailing lawyers and moving into a customer's office to freezing sales for six months to rebuild the product. He explains why building a company is ultimately about people, how to create a culture that wants to win, and why founders have to learn to love the hustle. 00:07 — From 3 Engineers to $100M ARR 03:15 — How Legora Got Started 05:09 — Learning the Legal Industry From Scratch 07:22 — Getting Rejected by YC 09:36 — Moving Into a Customer's Office 11:11 — Going From Zero to $1M ARR During YC 13:26 — Why We Froze Sales for Six Months 15:18 — Rebuilding the Product From Scratch 17:26 — Building a Company Is About People 21:51 — Creating a Culture That Wants to Win 25:26 — You Have to Love the Hustle 27:55 — Do Founders Need Domain Expertise? 29:14 — Betting on Models Getting Better 36:29 — When Should You Start a Company? 45:04 — How to Become More Ambitious 48:18 — The Skills Founders Need Today

Y Combinator

78,443 просмотров • 1 месяц назад

My conversation with Kate McAndrew (katepmcandrew). Kate McAndrew is the Co-Founder and General Partner of Baukunst, a $100 million pre-seed venture fund that backs founders at the earliest stages of company building. Over the past decade, she has invested in more than 100 pre-seed companies, giving her a front-row seat to what separates exceptional founders from everyone else. In this episode we discuss: - What makes a startup worth investing in - How investors actually evaluate founders - How to spot an exceptional entrepreneur - The secret to building institutions that outlive you - Kate's unconventional path into venture capital - The investing philosophy behind a $100M fund Enjoy! Timestamps: 0:00 Intro 1:37 Kate’s Biggest Struggle 3:55 How Going To An All-Girls School Impacted Kate's Life 8:38 What Going To An All-Girls School Is Actually Like 11:21 How Kate Thinks About Investing 12:41 What Makes A Great Founder 14:23 How Companies Survive 100+ Years 17:14 Kate’s Unconventional Path To VC 23:15 The Philosophy Of Building A Great Company 27:54 How Kate Got Her First Job In VC 30:04 Kate’s Best Advice For Entrepreneurs 33:29 What Makes A Brand’s Identity 36:49 Why Kate Makes Content 43:30 The Purpose Behind Baukunst 48:04 How Baukunst Operates Internally 52:34 What Kate’s Most Excited To Invest In 54:57 Every VC Hates A Creator Business 58:04 The Value Of Creator Businesses 59:37 Rapid Fire Questions
1:12:17

My conversation with Kate McAndrew (katepmcandrew). Kate McAndrew is the Co-Founder and General Partner of Baukunst, a $100 million pre-seed venture fund that backs founders at the earliest stages of company building. Over the past decade, she has invested in more than 100 pre-seed companies, giving her a front-row seat to what separates exceptional founders from everyone else. In this episode we discuss: - What makes a startup worth investing in - How investors actually evaluate founders - How to spot an exceptional entrepreneur - The secret to building institutions that outlive you - Kate's unconventional path into venture capital - The investing philosophy behind a $100M fund Enjoy! Timestamps: 0:00 Intro 1:37 Kate’s Biggest Struggle 3:55 How Going To An All-Girls School Impacted Kate's Life 8:38 What Going To An All-Girls School Is Actually Like 11:21 How Kate Thinks About Investing 12:41 What Makes A Great Founder 14:23 How Companies Survive 100+ Years 17:14 Kate’s Unconventional Path To VC 23:15 The Philosophy Of Building A Great Company 27:54 How Kate Got Her First Job In VC 30:04 Kate’s Best Advice For Entrepreneurs 33:29 What Makes A Brand’s Identity 36:49 Why Kate Makes Content 43:30 The Purpose Behind Baukunst 48:04 How Baukunst Operates Internally 52:34 What Kate’s Most Excited To Invest In 54:57 Every VC Hates A Creator Business 58:04 The Value Of Creator Businesses 59:37 Rapid Fire Questions

Erica Wenger

12,689 просмотров • 2 месяцев назад

BREAKING: Commure Hits a $7 Billion Valuation Announcing $70M in new funding led by General Catalyst, with Sequoia & Morgan Stanley Total funding to date: $750M Interview with CEO Tanay Tandon Commure is becoming one of the largest AI infrastructure platforms in healthcare: → 500+ healthcare organizations → 3,000+ sites of care → 200M+ patient encounters annually → Tens of billions (!!) in annual claims processed → 85%+ of revenue cycle work completed autonomously → ARR doubled 3 years in a row → 1,200 employees globally Commure says its AI agents are automating documentation, coding, billing, denials, appeals, scheduling, & revenue cycle workflows across hospitals & physician groups. P.S. Tanay (Tanay Tandon) started the company at 18. “Point solutions are going to d*e.” Sequoia Capital Alfred Lin General Catalyst Hemant Taneja 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tanay Tandon, Co-Founder & CEO, Commure (01:03) The $70M R&D Sprint (03:45) Rockefeller's funding playbook beats dilutive VC (05:42) Tokens killing SaaS margins (07:14) Going public is the plan (07:40) Automating healthcare’s back office (11:02) Scaling Commure’s engine (11:49) Partnering with Epic (13:06) Why healthcare point solutions will be d*ad in 3 years? (16:42) Learnings from the AWS-CIA deal (19:13) Going to zero rollouts overnight (22:23) Nuking malpractice premiums with AI (23:52) Winning HCA’s trust (26:27) Saving burned out doctors (28:24) Buying a bankrupt hospital (32:30) Ending healthcare interop (35:41) The viral hiring email ft. Alfred Lin (38:23) Acquiring for distribution (45:13) Free blood samples? (47:19) The Stanford hacker who became an enterprise sales rep (48:21) The cargo shorts fiasco (53:57) American healthcare isn't broken (55:28) The agentic healthcare takeover
57:07

BREAKING: Commure Hits a $7 Billion Valuation Announcing $70M in new funding led by General Catalyst, with Sequoia & Morgan Stanley Total funding to date: $750M Interview with CEO Tanay Tandon Commure is becoming one of the largest AI infrastructure platforms in healthcare: → 500+ healthcare organizations → 3,000+ sites of care → 200M+ patient encounters annually → Tens of billions (!!) in annual claims processed → 85%+ of revenue cycle work completed autonomously → ARR doubled 3 years in a row → 1,200 employees globally Commure says its AI agents are automating documentation, coding, billing, denials, appeals, scheduling, & revenue cycle workflows across hospitals & physician groups. P.S. Tanay (Tanay Tandon) started the company at 18. “Point solutions are going to d*e.” Sequoia Capital Alfred Lin General Catalyst Hemant Taneja 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tanay Tandon, Co-Founder & CEO, Commure (01:03) The $70M R&D Sprint (03:45) Rockefeller's funding playbook beats dilutive VC (05:42) Tokens killing SaaS margins (07:14) Going public is the plan (07:40) Automating healthcare’s back office (11:02) Scaling Commure’s engine (11:49) Partnering with Epic (13:06) Why healthcare point solutions will be d*ad in 3 years? (16:42) Learnings from the AWS-CIA deal (19:13) Going to zero rollouts overnight (22:23) Nuking malpractice premiums with AI (23:52) Winning HCA’s trust (26:27) Saving burned out doctors (28:24) Buying a bankrupt hospital (32:30) Ending healthcare interop (35:41) The viral hiring email ft. Alfred Lin (38:23) Acquiring for distribution (45:13) Free blood samples? (47:19) The Stanford hacker who became an enterprise sales rep (48:21) The cargo shorts fiasco (53:57) American healthcare isn't broken (55:28) The agentic healthcare takeover

Molly O’Shea

340,027 просмотров • 4 месяцев назад

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation
42:26

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation

Rajat Suri

144,197 просмотров • 7 месяцев назад

I had one of the legends of angel and seed investing on Uncapped, Ron Conway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being an actively involved investor, the power of being a relationship broker, fighting hard for founders, and some of his stronger feeling in politics. It was a pleasure to sit down with him. (Also fun to record a podcast episode at a live event, thank you TrueBridge) (0:00) Intro (1:50) From semiconductors to AI (8:39) Two investments that changed everything (11:46) Non-passive angel investing (14:57) Becoming a relationship broker (18:00) Building authentic relationships (24:48) Going deep with OpenAI and Airbnb (29:19) Fighting for founders (31:39) Remarkable returns at seed (33:20) The state wealth tax (37:17) Tech and politics
41:00

I had one of the legends of angel and seed investing on Uncapped, Ron Conway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being an actively involved investor, the power of being a relationship broker, fighting hard for founders, and some of his stronger feeling in politics. It was a pleasure to sit down with him. (Also fun to record a podcast episode at a live event, thank you TrueBridge) (0:00) Intro (1:50) From semiconductors to AI (8:39) Two investments that changed everything (11:46) Non-passive angel investing (14:57) Becoming a relationship broker (18:00) Building authentic relationships (24:48) Going deep with OpenAI and Airbnb (29:19) Fighting for founders (31:39) Remarkable returns at seed (33:20) The state wealth tax (37:17) Tech and politics

Jack Altman

164,715 просмотров • 6 месяцев назад