20VC: The Sequoia Investment Process | Investing Lessons from Doug Leone, Roelof Botha & Alfred Lin | Sequoia's Framework for Analysing Founders | The True Benefit of Having Sequoia on a Cap Table & Sequoia's Biggest Threat with Pat Grady

20VC: The Sequoia Investment Process | Invest...

Harry StebbingsHarry Stebbings

Up next

20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early investments in Cursor, Baseten and Clay to name a few. Today the fund invests from two funds, a $275M seed fund and a $275M opportunity fund. AGENDA: 10:40 Why we have less dilution ...  Show more

 . 1h 16min
20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree

AGENDA: 04:00 Anthropic Files S-1 Ahead of $2TRN IPO 14:50 Microsoft Offers Buyouts to 60,000 Employees 20:45 Zuckerberg Taps Equity Markets for $95 Billion AI Spending Spree 23:00 DeepSeek Raises $15 Billion as Chinese AI Faces US Backlash 34:45 OpenAI and Wiz Uncover Decade-Old ...  Show more

 . 1h 0min

Recommended Episodes

Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, ServiceNow, Qualtrics, Okta, Hubspot, Notion, and OpenAI, among many others. There ar ...  Show more

 . 1h 32min
Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Introducing Roelof Botha

(1:08) Sequoia's Scout program and its best-performing funds ever

(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies

(9:01) Why Sequoia separated from its China business, how they ...

  Show more

 . 27min 57sec
How Sequoia Capital’s Roelof Botha is forging the future
Exchanges

Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring businesses. Learn more about your ad choices. Visit megaphone.fm/adchoices 

 . 59min 57sec