We help the daring build legendary companies from idea to IPO and beyond.
Joined March 2009
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- Following 1,559
- Followers 766,878
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776 Photos and videos
Sequoia Capital retweeted
Jun 12
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Jun 12
"That's what SpaceX is all about. It's to take the fiction out of science fiction, and create an exciting and inspiring future for everyone."
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Sequoia Capital retweeted
Jun 12
I believe that @SpaceX is the most important company ever
It transcends the scope of a traditional company
It will open up the Stars
Elon had the vision
And then the team pushed through limitless pain to get where they are
Which is just the beginning
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Jun 11
"So we could edit this set?"
Done and done.
New Training Data with @OfficialLoganK of @GoogleDeepMind and @sonyatweetybird shows some of what Gemini Omni can do.
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Sequoia Capital retweeted
Jun 11
Did lemurs and dogs invade the set of Training Data, or did we have way too much fun with Google Omni?!?!?!
Super fun Training Data episode with @OfficialLoganK of @GoogleDeepMind on Omni, multi-modal models and generative media, vibe coding and the future of world models and video games, agent harnesses, the agentic Gemini era and more.
Enjoy!
00:00 Introduction
01:47 Agentic Gemini Era
03:05 Antigravity Agent Harness
05:07 Cannibalization and Outcomes
08:24 How Agentic Are We
14:22 Gemini vs Codex Claude
19:11 Vibe Coding Games
26:13 What People Build
27:07 Vibe Coding Games Soon
28:01 World Models vs Engines
29:29 Omni World Model Blur
31:10 Single Omni Model
33:50 Authentic Gen Media
35:19 Vibe Coding Android Apps
38:32 Scaffolding and Startup Edge
43:54 Inside DeepMind Culture
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Sequoia Capital retweeted
Jun 10
Jensen Huang is a titan and a teacher. He recently sat down with me to explain his vision of the future of technology and humanity. He’s calm, clear, and very funny. We touched on many topics, ranging from the $20T or more AI economy in five layers to changes in labor for the AI age. Here are some of my main takeaways:
1) The world is moving from retrieval to generation
2) Generation offers intelligence customized to the individual
3) Nvidia is making the "generators" of intelligence
4) We've seen this kind of revolution at least three times before with energy (Generators), Telecommunications (vacuum tubes / transistors?), and now intelligence (GPUs)
5) There is a five-layer cake of participation in this many-many trillion dollar revolution: Energy, Chips, Infra, Models, and Applications.
6) There are many ways to participate in this revolution, and everyone has a role
7) We'll be pushed to dream up new problems to solve with this unprecedented intelligence
8) In this new future, it's not just having the answer, it's having the right questions
8) The right questions will drive us toward our individual and collective human purpose
9) We move from the carpenters to the architects
I believe this is the realistic future. Thanks to Jensen and the entire @nvidia team for the conversation and for letting us share!
00:00 Introduction
00:42 From Chatbots to Generative AI
03:35 Agentic AI That Does Work
05:26 Downstream Industry Impact
06:25 Computing Shifts From Retrieval to Generation
11:26 A Planet Cocooned by Intelligence
14:27 Inside the NVIDIA AI Factory
20:48 AI Five Layer Cake
21:58 Beyond Chatbots to Biology
23:54 Tokens and World Models
24:53 Trillions in Applications
27:13 Ditch the AI Doom
31:32 Jobs Tasks vs Purpose
38:40 Closing the Tech Divide
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Sequoia Capital retweeted
Jun 10
Love this product and team!! Perfect for a last minute weekend adventure.
Congrats @FDavidsonT!
Jun 10
We raised $6M led by Sequoia to build the future of travel.
Watch me plan a perfect trip to Mexico City in 3 minutes.
Flights, hotels and a full itinerary that matches my preferences. All bookable on the spot.
Available today, free to use.
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Sequoia Capital retweeted
Jun 10
We raised $6M led by Sequoia to build the future of travel.
Watch me plan a perfect trip to Mexico City in 3 minutes.
Flights, hotels and a full itinerary that matches my preferences. All bookable on the spot.
Available today, free to use.
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Sequoia Capital retweeted
Jun 9
Spicy one from @davidsenra @FoundersPodcast on the pod:
"The problem with the Bay Area and SF is they're all mimetic about being anti-mimetic. Which makes them the most mimetic of all."
Watch the full episode below
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Sequoia Capital retweeted
Jun 5
If you love what you do, they couldn't pay you to stop.
-@davidsenra
The people he studies on @FoundersPodcast – the Buffetts, the Knights, the Waltons – aren't doing it for 5 years. Or 10. Or 15.
They're doing it for 40 years.
Because the idea of stopping is worse than the work.
Link to the full episode below 👇
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Sequoia Capital retweeted
Jun 4
When I go on other people’s podcasts I tell them (1) I don’t want to know the questions in advance and (2) I don’t want to review the episode before it’s released. Based on Brian’s prompts I shared ideas from at least 42 founders in this episode. Here’s the list.
1. Tony Xu
2. Dana White
3. Steve Jobs
4. Jony Ive
5. Francis Ford Coppola
6. Elon Musk
7. Demis Hassabis
8. Ed Catmull
9. Daniel Ek
10. Rockefeller
11. Charlie Munger
12. Warren Buffett
13. Andrew Carnegie
14. George Lucas
15. Steven Spielberg
16. Jensen Huang
17. Tobi Lutke
18. Bill Gates
19. Larry Ellison
20. Peter Thiel
21. Travis Kalanick
22. Henry Clay Frick
23. Henry Ford
24. Brad Jacobs
25. Nolan Bushnell
26. Michael Dell
27. Naval Ravikant
28. Rick Rubin
29. Hock Tan
30. Sam Zell
31. James Dyson
32. Ed Thorp
33. Sol Price
34. Bernie Marcus
35. Jim Sinegal
36. Brunello Cucinelli
37. Phil Knight
38. Sam Walton
39. Jeffrey Katzenberg
40. Michael Jordan
41. Kobe Bryant
42. Tobi Lutke
We cover a lot in less than an hour. I hope you listen to this!
Jun 4
🚨NEW Long Strange Trip episode: David Senra, creator of @FoundersPodcast
David has studied the minds of more generational company builders than anyone alive, from Jesus of Nazareth to Jensen Huang.
I sat down with him to reverse engineer the psychological frameworks of history's greatest titans.
6 Lessons on the Unfiltered Reality of Iconic Founders.
1. Taste is real, and it starts with shutting up and actually listening.
2. On Negative Self-Talk: Many elite CEOs are fueled in their early days by a dark, chaotic mind and intense self-criticism. They categorically refuse to sleep on their wins, obsessing over everything that is currently broken. I was guilty of this at Hubspot. To survive a multi-decade career without self-destructing, that initial fuel source must eventually convert from negative anxiety into a love for the craft.
3. We need to stop trying to heavily manage or over-advise elite entrepreneurial talent. The greatest founders are irrepressible forces of nature who will relentlessly hunt down the specific knowledge and frameworks they need to win. They are not passively discovered by the market or by venture capitalists; VCs can't help them out of a bad year. They violently force the world to recognize their existence.
4. Small egos don't build big companies. Elite founders are driven by control, not money. Money is just a side effect.
5. Co-Founder Dynamics: Despite the modern dogma that you need a balanced co-founding team to succeed, historical precedent shows that a singular driving force almost always takes over. From Henry Ford operating as an autocrat to Steve Jobs refounding Apple alone, the equal partnership rarely stands the ultimate test of time. Even brilliant minds like Charlie Munger recognized they had to deliberately subjugate their own massive egos to support a singular talent like @WarrenBuffett .
6. Focus is the whole game: "Mute the world and build your own" as he says. True focus is your willingness to say no to incredibly good ideas because they distract from the truly great ones.
00:00 Introduction
01:11 Focus Above All
01:50 Dana White UFC Focus
04:19 Focus vs Obsession
05:05 Origins in Childhood
06:07 Coppola and His Father
08:48 Assholes and Archetypes
11:14 Autism and Originality
14:55 Immigrant Drive and Grit
16:38 Bet on the Founder
17:52 Solo vs Partners
23:20 Negative Self Talk Fuel
26:39 Platform Shifts and Founder Mode
28:07 Dell Versus IBM
30:02 Infinite Leverage Edge
31:38 Focus Versus Speed
34:20 Taste And Listening
40:52 Founder Traits And Balance
54:22 Closing Takeaways
(link to episode in comments 👇)
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Sequoia Capital retweeted
Jun 4
🚨NEW Long Strange Trip episode: David Senra, creator of @FoundersPodcast
David has studied the minds of more generational company builders than anyone alive, from Jesus of Nazareth to Jensen Huang.
I sat down with him to reverse engineer the psychological frameworks of history's greatest titans.
6 Lessons on the Unfiltered Reality of Iconic Founders.
1. Taste is real, and it starts with shutting up and actually listening.
2. On Negative Self-Talk: Many elite CEOs are fueled in their early days by a dark, chaotic mind and intense self-criticism. They categorically refuse to sleep on their wins, obsessing over everything that is currently broken. I was guilty of this at Hubspot. To survive a multi-decade career without self-destructing, that initial fuel source must eventually convert from negative anxiety into a love for the craft.
3. We need to stop trying to heavily manage or over-advise elite entrepreneurial talent. The greatest founders are irrepressible forces of nature who will relentlessly hunt down the specific knowledge and frameworks they need to win. They are not passively discovered by the market or by venture capitalists; VCs can't help them out of a bad year. They violently force the world to recognize their existence.
4. Small egos don't build big companies. Elite founders are driven by control, not money. Money is just a side effect.
5. Co-Founder Dynamics: Despite the modern dogma that you need a balanced co-founding team to succeed, historical precedent shows that a singular driving force almost always takes over. From Henry Ford operating as an autocrat to Steve Jobs refounding Apple alone, the equal partnership rarely stands the ultimate test of time. Even brilliant minds like Charlie Munger recognized they had to deliberately subjugate their own massive egos to support a singular talent like @WarrenBuffett .
6. Focus is the whole game: "Mute the world and build your own" as he says. True focus is your willingness to say no to incredibly good ideas because they distract from the truly great ones.
00:00 Introduction
01:11 Focus Above All
01:50 Dana White UFC Focus
04:19 Focus vs Obsession
05:05 Origins in Childhood
06:07 Coppola and His Father
08:48 Assholes and Archetypes
11:14 Autism and Originality
14:55 Immigrant Drive and Grit
16:38 Bet on the Founder
17:52 Solo vs Partners
23:20 Negative Self Talk Fuel
26:39 Platform Shifts and Founder Mode
28:07 Dell Versus IBM
30:02 Infinite Leverage Edge
31:38 Focus Versus Speed
34:20 Taste And Listening
40:52 Founder Traits And Balance
54:22 Closing Takeaways
(link to episode in comments 👇)
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Sequoia Capital retweeted
Jun 4
Agents have reached hardware.
We are launching Flow v3, the Agentic Platform for Physical Engineering.
We've spent over a year building it in secret, alongside the best hardware companies and AI research labs.
An agent can now do real engineering work: change a requirement, push the update into your CAD and simulation tools, and flag every test that needs to rerun. Iterations/learning cycles that took months are being reduced to days.
Agents are the biggest shift in how we engineer hardware since CAD.
The core innovation for the CAD era was the parametric model.
The core innovation for the Agentic Era is Flow's Systems Graph.
The systems graph is a living model of every requirement, design model, test, analysis and every connection between them. It gives every agent the full context of the system, so every change stays consistent across the whole design.
Engineers and agents work side by side on the same system. Engineers get to focus on architecture - the decisions that matter -while thousands of agents churn through rewriting reports, rerunning analysis and simulation, and triggering tests.
Reusable rockets, self-driving cars, small modular reactors, robots that make decisions, the most complex machines ever built, are defined by millions of interconnected requirements, far beyond what any human team can keep aligned on its own.
Rivian, Joby, Astranis, Skydio, Radiant, and the most ambitious hardware programs already build on Flow.
More on the launch in the comments.
@buildonfloweng
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Sequoia Capital retweeted
Some of the most iconic consumer products -- Tide Pods, M&Ms, etc -- were born out of user research studies.
LLMs democratize deep user research to every decision. Synthetic audiences will go even further.
@itsalfredw of Listen Labs shares more on Training Data cc @Konstantine
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Sequoia Capital retweeted
Jun 2
Meet Odessia.
She plans and books entire trips in one conversation.
Apparently, she's the goddess of travel.
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Sequoia Capital retweeted
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Sequoia Capital retweeted
May 28
I'm proud to share that @Glean has surpassed $300M ARR, just five months after crossing $200M and growing ~3x over the past 15 months. This is an exciting milestone for Glean, and it's a signal about where the enterprise AI market is heading.
We’ve long believed the real challenge in enterprise AI is not access to models. It is grounding AI in how a company actually works: its people, knowledge, workflows, permissions, and systems.
That’s even clearer now. The companies creating real value with AI are not just adopting better models. They are building systems that understand their business well enough to deliver reliable outcomes at scale. That is the real moat, and it is what we’ve been building at Glean: an unrivaled context layer for enterprise AI.
That context has to work across the business, not just inside a single team or use case. We see that in how customers adopt Glean: more than 85% use it across five or more job functions.
It also has to meet the security and governance demands of complex enterprises. We see that in who is choosing Glean: our Fortune 500 customer count nearly doubled year over year.
And it has to make economic sense as usage grows. In our recent benchmark with Claude Cowork, Glean was preferred roughly 2.5x as often as off-the-shelf MCP tools and used 30% fewer tokens on average. Better context improves both quality and efficiency.
I enjoyed talking with @CNBC's @dee_bosa about this broader shift. In enterprise AI, the winners will not be defined by better models alone. They will be defined by who builds the strongest foundation for enterprise context.
Thank you to our customers, partners, and team for helping us build the future of enterprise AI.
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Sequoia Capital retweeted
May 27
The insurance world is hitting a tipping point, and @pacecom is driving it.
As AI models get better, we've seen AI spread like wildfire across first legal, then customer support, and now we're seeing the same thing happen in insurance.
May 27
Today, Pace has raised a $46 million Series B, co-led by @ThriveCapital and @Sequoia, with participation from @emergencecap and @pruvencapital, to help our customers insure more of the world’s risk.
@pacecom agents have completed more than 250,000 critical insurance operations, growing 3x every quarter. The world’s leading insurers, like Prudential, WTW and Convex, trust Pace to scale back-office operations.
60% of the world's losses last year went uninsured. Closing this $9 trillion protection gap starts with AI-native operations.
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