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Zappos was beating Amazon on cost per order. Amazon couldn't figure out how. Turns out Alfred Lin's team was running Kiva robots before Amazon even believed they'd work. Amazon later bought Kiva for $775M. Alfred went from operating automation at Zappos to funding the next wave at Sequoia. This...

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Brad Porter

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7,010,289 просмотров • 3 месяцев назад •via X (Twitter)

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Deployed Episode 2 is live. Watch it now Alfred Lin's father was destined to be a farmer. The abacus got him a job at a bank. Then calculators replaced the abacus. Then computers replaced calculators. He learned each one. Eventually he ran the bank. That's how Alfred Lin thinks about Physical AI. Deployed EP2 drops tomorrow.
0:41

Deployed Episode 2 is live. Watch it now Alfred Lin's father was destined to be a farmer. The abacus got him a job at a bank. Then calculators replaced the abacus. Then computers replaced calculators. He learned each one. Eventually he ran the bank. That's how Alfred Lin thinks about Physical AI. Deployed EP2 drops tomorrow.

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TOM LEE: ETHEREUM COULD BE THE NEXT AMAZON Standard Chartered compared $ETH to Amazon $AMZN when it was at $6 -Amazon is now 1,000x from there -He says Ethereum is in the same consolidation pattern -The breakout catalysts: tokenization and AI
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TOM LEE: ETHEREUM COULD BE THE NEXT AMAZON Standard Chartered compared $ETH to Amazon $AMZN when it was at $6 -Amazon is now 1,000x from there -He says Ethereum is in the same consolidation pattern -The breakout catalysts: tokenization and AI

Tom Lee Tracker (Not actually Tom)

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AOC was picketing today with Amazon workers. She had previously led the push to keep Amazon from opening a facility in her district that would’ve brought countless jobs and business for her community. Looks like AOC is most effective at keeping her constituents out of work.
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AOC was picketing today with Amazon workers. She had previously led the push to keep Amazon from opening a facility in her district that would’ve brought countless jobs and business for her community. Looks like AOC is most effective at keeping her constituents out of work.

Paul A. Szypula 🇺🇸

132,169 просмотров • 1 год назад

BREAKING: Amazon has issued a statement stating they “never” had any plans to show tariff costs for products on their main website. Amazon statement: “The team that runs our ultra low cost Amazon Haul store has considered listing import charges on certain products. This was never a consideration for the main Amazon site and nothing has been implemented on any Amazon properties.” Karoline Leavitt blasted the retail giant over reports they were planning to implement this policy. “This is a hostile and political act by Amazon. Why didn’t Amazon do this when the Biden administration hiked inflation to the highest level in 40 years?”
1:10

BREAKING: Amazon has issued a statement stating they “never” had any plans to show tariff costs for products on their main website. Amazon statement: “The team that runs our ultra low cost Amazon Haul store has considered listing import charges on certain products. This was never a consideration for the main Amazon site and nothing has been implemented on any Amazon properties.” Karoline Leavitt blasted the retail giant over reports they were planning to implement this policy. “This is a hostile and political act by Amazon. Why didn’t Amazon do this when the Biden administration hiked inflation to the highest level in 40 years?”

RedWave Press

567,473 просмотров • 1 год назад

Alfred Lin's advice to startups
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Alfred Lin's advice to startups

Sheel Mohnot

109,253 просмотров • 4 месяцев назад

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
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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

Molly O’Shea

303,720 просмотров • 4 месяцев назад

🚨AMAZON RESPONDS: Says listing import costs were never under consideration on its main site. Per Bloomberg: "Amazon reportedly says it was never considered for the main Amazon site and nothing has been implemented on any Amazon properties."
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🚨AMAZON RESPONDS: Says listing import costs were never under consideration on its main site. Per Bloomberg: "Amazon reportedly says it was never considered for the main Amazon site and nothing has been implemented on any Amazon properties."

Charlie Kirk

529,116 просмотров • 1 год назад

If yall Amazon package arrive late today this why! Fight breaks out at Amazon warehouse.
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If yall Amazon package arrive late today this why! Fight breaks out at Amazon warehouse.

Kirk Gregory

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POWERFUL: Indiana star quarterback Fernando Mendoza on Christmas Eve brought the Heisman Trophy to the local priests at the church in an Amazon box. “We walked out and there, in an Amazon box, there was the Heisman Trophy” This kid is truly special 👏🙏
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POWERFUL: Indiana star quarterback Fernando Mendoza on Christmas Eve brought the Heisman Trophy to the local priests at the church in an Amazon box. “We walked out and there, in an Amazon box, there was the Heisman Trophy” This kid is truly special 👏🙏

MLFootball

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This is a deep dive into Amazon Amazon shared with investors around the time when Bill Ackman bought 5.8M more shares. At time of posting Amazon traded at $231, WS analysts' consensus price target was $262, and everyone had a buy or strong buy rating. Amazon currently trades at $217 or 6% down since my post. This is a hardcore deep dive for serious investors. It's 1 hr 49 minutes long.
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This is a deep dive into Amazon Amazon shared with investors around the time when Bill Ackman bought 5.8M more shares. At time of posting Amazon traded at $231, WS analysts' consensus price target was $262, and everyone had a buy or strong buy rating. Amazon currently trades at $217 or 6% down since my post. This is a hardcore deep dive for serious investors. It's 1 hr 49 minutes long.

AJ Investment Research

107,199 просмотров • 8 месяцев назад

📽️ What's Next with AWS is live! Watch the highlights: Amazon Quick upgrades, new Amazon Connect agents, and something big coming with OpenAI. 📌 Learn more about Amazon Quick: Learn more about Amazon Connect:
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📽️ What's Next with AWS is live! Watch the highlights: Amazon Quick upgrades, new Amazon Connect agents, and something big coming with OpenAI. 📌 Learn more about Amazon Quick: Learn more about Amazon Connect:

AWS Newsroom

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Amazon worker was on the verge of tears after revealing no one at work flirts with her. 👀
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Sensitive content

Amazon worker was on the verge of tears after revealing no one at work flirts with her. 👀

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Amazon workers at facilities across the United States are joining the Teamsters! Today, hundreds of Amazon drivers at the trillion-dollar company’s facility in Queens, N.Y., went public in joining the Teamsters and are demanding that Amazon recognize their union and negotiate a Teamsters contract. Amazon workers: this is our moment. Join the Teamsters today!
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Amazon workers at facilities across the United States are joining the Teamsters! Today, hundreds of Amazon drivers at the trillion-dollar company’s facility in Queens, N.Y., went public in joining the Teamsters and are demanding that Amazon recognize their union and negotiate a Teamsters contract. Amazon workers: this is our moment. Join the Teamsters today!

Teamsters

383,029 просмотров • 1 год назад

🚨 BREAKING: The Teamsters Union has launched the largest strike against Amazon in U.S. history. 🚨 Amazon has forced this strike by refusing to follow the law and bargain with the thousands of Amazon workers who organized with the Teamsters. Now, Amazon Teamsters at facilities across the country will be striking, including primary picket lines at hundreds of Amazon Fulfillment Centers nationwide.
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🚨 BREAKING: The Teamsters Union has launched the largest strike against Amazon in U.S. history. 🚨 Amazon has forced this strike by refusing to follow the law and bargain with the thousands of Amazon workers who organized with the Teamsters. Now, Amazon Teamsters at facilities across the country will be striking, including primary picket lines at hundreds of Amazon Fulfillment Centers nationwide.

Teamsters

1,262,996 просмотров • 1 год назад

Sequoia's Alfred Lin: Why 1% Compounding Beats a 10x Idea "I hear founders talk all the time about how they only want 10X ideas because those are the things that move the needle. And it turns out that just simply compounding 1% every single day moves the needle even more." Alfred Lin talking with on Farnam Street's The Knowledge Project
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Sequoia's Alfred Lin: Why 1% Compounding Beats a 10x Idea "I hear founders talk all the time about how they only want 10X ideas because those are the things that move the needle. And it turns out that just simply compounding 1% every single day moves the needle even more." Alfred Lin talking with on Farnam Street's The Knowledge Project

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103,890 просмотров • 1 год назад

Big news day for Fire TV 📺: The Amazon Ember Artline is now out for pre-order. The team got me good with this unboxing prank to mark the occasion.
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Big news day for Fire TV 📺: The Amazon Ember Artline is now out for pre-order. The team got me good with this unboxing prank to mark the occasion.

Panos Panay

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Patience has run out for Amazon Teamsters. It’s time for the $2 trillion company to recognize our union and negotiate a Teamsters contract. Every day, Amazon Teamsters at more facilities nationwide are getting strike ready to win the contract workers deserve at Amazon.
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Patience has run out for Amazon Teamsters. It’s time for the $2 trillion company to recognize our union and negotiate a Teamsters contract. Every day, Amazon Teamsters at more facilities nationwide are getting strike ready to win the contract workers deserve at Amazon.

Teamsters

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Amazon now has over 750,000 robots deployed Each robot packer at a warehouse can replace 24 workers Packers cost $1 million each which only takes two years to recoup the cost
1:04

Amazon now has over 750,000 robots deployed Each robot packer at a warehouse can replace 24 workers Packers cost $1 million each which only takes two years to recoup the cost

Flint

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