I sat down with
@_georgerobson, Partner at
@sequoia. Sequoia has backed some of the most successful tech and fintech companies in history and Sequoia-backed firms make up over 25% of the Nasdaq's market cap, adding up to $13 Tn in market cap.
Before Sequoia, George was an early product manager at Revolut, where founder Nick Storonsky told him during his interview that joining the company is like going to the gym: if it doesn't hurt, you're not doing it right. That intensity shaped how George thinks about founders, culture, and what it takes to build a generational company.
George is one of 19 investing partners at Sequoia, each making only two to three bets per year. We discuss how Revolut built a multi-product machine by treating every team like a startup, how Sequoia uses storytelling to calibrate its investors on what generational founders look like, and why the next wave of fintech winners will be full stack companies that internalize the technology instead of selling it to incumbents.