At 100,000-accelerator scale, something fails multiple times an hour, which is why Google's Chief Technologist for AI Infrastructure Amin Vahdat thinks FLOPS is a vanity metric. The metric that…
Bloomberg’s Ed Ludlow breaks down Alphabet's latest jumbo bond sale, receiving about $115 billion of orders after looking to raise $25 billion, signaling renewed investor appetite for debt tied to…
Most people treat biology as a bespoke, messy science. Josh Meier and Matt McPartlon, co-founders of Chai Discovery, treat it as an engineering problem. They make the case that drug design obeys the…
Jerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer. Now they've teamed up…
Factory started building fully autonomous coding agents in April 2023, two years before enterprises were ready. Matan Grinberg now says this is indistinguishable from being wrong. The Factory…
The largest commercial autonomous system on earth isn't a robotaxi fleet — it's Zipline, which has flown 140 million autonomous miles with zero safety incidents. Co-founder Keller Rinaudo Cliffton…
https://aiworldjournal.com/why-the-worlds-most-influential-venture-firm-thinks-the-ai-boom-is-just-beginning/ The venture capital powerhouse Sequoia Capital has launched a massive $7 billion…
Jake Stauch, founder and CEO of Serval, is building a ServiceNow for the AI era. His most contrarian bet is that the product should look like boring old enterprise software, but with unlimited…
Jason Kelly founded Ginkgo Bioworks in 2008 with a simple but radical idea: DNA is code, and cells are programmable. Sixteen years later, AI is finally making that vision real in ways that could…
Sign up for TBPN’s daily newsletter at TBPN.com (01:45) - Samsung Invests $70B in AI Chips (09:15) - Composer 2 Available in Cursor (17:49) - 𝕏 Timeline Reactions (28:43) - Apple: Behind in AI, Ahead…
Philip Johnston, founder and CEO of Starcloud, explains why space will become the primary location for AI compute infrastructure within the next decade. After witnessing SpaceX's massive…
Jamie Cuffe is solving one of AI's hardest problems: getting conservative, regulated industries to trust autonomous agents with mission-critical work. At Pace, he's building AI that replaces…
Harrison Chase, cofounder of LangChain and pioneer of AI agent frameworks, discusses the emergence of long-horizon agents that can work autonomously for extended periods. Harrison breaks down the…
Winston Weinberg is the CEO and Co-Founder of Harvey, the leading professional services platform engineered with AI for law, tax, and finance. Winston has raised over $980M for Harvey from Sequoia,…
Sign up for TBPN’s daily newsletter at TBPN.com (02:30) - Elon vs OpenAI (58:16) - Ads in ChatGPT (01:11:57) - WSJ Mansion Section (01:28:54) - Bill Shufelt, a former hedge fund trader and…
(00:32) - xAI's $20B Series E (13:36) - 𝕏 Timeline Reactions (25:34) - Semafor's $30M Funding (31:19) - 𝕏 Timeline Reactions (53:37) - The Decline of the American Technology Industry (01:10:07) -…
The bill will require large AI developers to publish information about their safety protocols and report safety incidents to the state within 72 hours. Also, the newest episode raises questions about…
Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles…
Pat Grady and Alfred Lin are partners at Sequoia and were recently named as the storied firm’s new co-stewards. Alfred joined the firm in 2010, where he has led major investments into…
A concise playbook for bold, disciplined venture investing: learn how conviction, ownership, and founder-first stewardship drive outsized returns. This 4-minute summary (from the original 1-hour…
Nathan Sobo has spent nearly two decades pursuing one goal: building an IDE that combines the power of full-featured tools like JetBrains with the responsiveness of lightweight editors like Vim.…
Alex Kendall founded Wayve in 2017 with a contrarian vision: replace the hand-engineered autonomous vehicle stack with end-to-end deep learning. While AV 1.0 companies relied on HD maps, LiDAR…
In a recent deep dive with Sequoia Capital partner Pat Grady, he shared surprising insights about what separates winning AI companies from the rest, and challenged conventional wisdom about AI moats,…
When Google launched Nano Banana, it instantly became a global phenomenon, introducing an image model that finally made it possible for people to see themselves in AI-generated worlds. In this…
Recorded live at Sequoia’s Europe100 event: Michael Kagan, co-founder of Mellanox and CTO of Nvidia, explains how the $7 billion Mellanox acquisition helped transform Nvidia from a chip company into…
Elias Torres has been building AI systems since 1999, from chatbots at IBM to co-founding Drift and now Agency. He believes businesses are caught in an expectation mismatch—demanding AI while…
Thomas Wolf, co-founder and Chief Science Officer of Hugging Face, explains how his company is applying the same community-driven approach that made transformers accessible to everyone to the…
When the AI wave hit, n8n founder Jan Oberhauser faced a critical choice: become irrelevant or become indispensable. He chose the latter, transforming n8n from a simple workflow tool into a…
Vercel CEO Guillermo Rauch has spent years obsessing over reducing the friction between having an idea and getting it online. Now with AI, he's achieving something even more ambitious: making…
Pushmeet Kohli leads AI for Science at DeepMind, where his team has created AlphaEvolve, an AI system that discovers entirely new algorithms and proves mathematical results that have eluded…
Mati Staniszewski, co-founder and CEO of ElevenLabs, explains how staying laser-focused on audio innovation has allowed his company to thrive despite the push into multimodality from foundation…
Former Airbus CTO Paul Eremenko shares his vision for bringing AI to physical engineering, starting with Archie—an AI agent that works alongside human engineers. P-1 AI is tackling the challenge of…
CEO Amit Bendov shares how Gong evolved from a meeting transcription tool to an AI-powered revenue platform that's increasing sales capacity by up to 60%. He explains why task-specific AI agents are…
前瞻钱瞻：2025年5月2日，红杉资本在旧金山举办了第三届“AI Ascent 2025”人工智能峰会。此次闭门会议由红杉资本主办，汇聚了超过100位全球顶尖的AI创始人、研究人员和行业领导者，包括OpenAI首席执行官Sam Altman、谷歌首席科学家Jeff Dean、Anthropic联合创始人Mike…
📝 本期播客简介 本期节目汇集了红杉资本的三位合伙人Pat Grady、Sonia Huang和Konstantine…
Workday CEO and Sequoia partner Carl Eschenbach explains how the company is evolving its platform to handle both human and AI workers. He shares Workday’s three-pronged approach to monetizing AI…
Former Outreach CEO Manny Medina discusses his new company Paid, which provides billing, pricing and margin management tools for AI companies. He explains why traditional SaaS pricing models don’t…
Patrick Hsu, co-founder of Arc Institute, discusses the opportunities for AI in biology beyond just drug development, and how Evo 2, their new biology foundation model, is enabling a broad ecosystem…
Christopher O’Donnell believes the fundamental problems with CRM—incomplete data, complex workflows, siloed work products and the fear of leads falling through the cracks—can finally be solved…
In a recent deep dive with Sequoia Capital partner Pat Grady, he shared surprising insights about what separates winning AI companies from the rest, and challenged conventional wisdom about AI moats,…
Harvey CEO Winston Weinberg explains why success in legal AI requires more than just model capabilities—it demands deep process expertise that doesn’t exist online. He shares how Harvey balances…
OpenEvidence is transforming how doctors access medical knowledge at the point of care, from the biggest medical establishments to small practices serving rural communities. Founder Daniel Nadler…
Palo Alto Networks’s CEO Nikesh Arora dispels DeepSeek hype by detailing all of the guardrails enterprises need to have in place to give AI agents “arms and legs.” No matter the model, deploying…
MongoDB product leader Sahir Azam explains how vector databases have evolved from semantic search to become the essential memory and state layer for AI applications. He describes his view of how AI…
Earlier this season we heard the startup story of ServiceNow—from Fred Luddy setting out to reinvent IT workflows as a first-time founder, to Frank Slootman joining as CEO to scale the business to an…
Founded in early 2023 after spending years at Stripe and OpenAI, Gabriel Hubert and Stanislas Polu started Dust with the view that one model will not rule them all, and that multi-model integration…
Years before co-founding Glean, Arvind was an early Google employee who helped design the search algorithm. Today, Glean is building search and work assistants inside the enterprise, which is…
In recent years there’s been an influx of theoretical physicists into the leading AI labs. Do they have unique capabilities suited to studying large models or is it just herd behavior? To find out,…
NotebookLM from Google Labs has become the breakout viral AI product of the year. The feature that catapulted it to viral fame is Audio Overview, which generates eerily realistic two-host podcast…
All of us as consumers have felt the magic of ChatGPT—but also the occasional errors and hallucinations that make off-the-shelf language models problematic for business use cases with no tolerance…
Combining LLMs with AlphaGo-style deep reinforcement learning has been a holy grail for many leading AI labs, and with o1 (aka Strawberry) we are seeing the most general merging of the two modes to…
Adding code to LLM training data is a known method of improving a model’s reasoning skills. But wouldn’t math, the basis of all reasoning, be even better? Up until recently, there just wasn’t enough…
In 2004, bankrupt after the company where he’d previously worked had imploded, Fred Luddy decided to start over as a first-time founder at age 50. His vision was to reinvent the nascent IT software…
Customer service is hands down the first killer app of generative AI for businesses. The reasons are simple: the costs of existing solutions are so high, the satisfaction so low and the margin for…
After AlphaGo beat Lee Sedol, a young mechanical engineer at Google thought of another game reinforcement learning could win: energy optimization at data centers. Jim Gao convinced his bosses at the…
In the first wave of the generative AI revolution, startups and enterprises built on top of the best closed-source models available, mostly from OpenAI. The AI customer journey moves from training to…
In February, Sebastian Siemiatkowski boldly announced that Klarna’s new OpenAI-powered assistant handled two thirds of the Swedish fintech’s customer service chats in its first month. Not only were…
Crucible Moments will be back shortly with season 2. You’ll hear from the founders of YouTube, DoorDash, Reddit, and more. In the meantime, we’d love to introduce you to a new original podcast,…
The current LLM era is the result of scaling the size of models in successive waves (and the compute to train them). It is also the result of better-than-Moore’s-Law price vs performance ratios in…
Pat Grady is one of the most successful growth investors of the last decade. As the Head of Sequoia's growth investing practice, Pat has invested in companies with a combined market cap exceeding…
Archimedes said that with a large enough lever, you can move the world. For decades, software engineering has been that lever. And now, AI is compounding that lever. How will we use AI to apply 100…
Last year, AutoGPT and Baby AGI captured our imaginations—agents quickly became the buzzword of the day…and then things went quiet. AutoGPT and Baby AGI may have marked a peak in the hype cycle, but…
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,…
Join us as we train our neural nets on the theme of the century: AI. Sequoia Capital partners Sonya Huang and Pat Grady host conversations with leading AI builders and researchers to ask critical…
Founders Brian Halligan and Dharmesh Shah reveal how they took a blog started as a hobby and turned the ideas behind it into a $20+ billion success. In 2006, HubSpot upended traditional approaches to…
In the latest episode of the NVIDIA AI Podcast, host Noah Kravitz is joined by Pat Grady and Sonya Huang, partners at Sequoia Capital, to discuss their recent essay, “Generative AI: A Creative New…
Stocks struggling for direction following the stronger than expected June jobs report. Moody's Analytics Mark Zandi says the strong jobs growth signals a good chance of avoiding an economic downturn,…
We kick off this morning previewing ride-hailing giant Didi’s upcoming market debut today amid an IPO rush of at least 17 companies going public. Big Ideas Ventures Managing Partner and Early Didi…
Pat Grady is a Partner @ Sequoia, one of the world's leading and most renowned venture firms with a portfolio including WhatsApp, Zoom, Stripe, Airbnb, Github and many more incredible companies. As…
Carl Eschenbach is a Partner @ Sequoia Capital , one of the world's leading funds with investments in the likes of Google, Apple, Whatsapp, Paypal and Stripe just to name a few. As for Carl, prior to…
Pat Grady is a Partner @ Sequoia Capital, one of the world's leading funds with prior investments in the likes of Apple, Google, Whatsapp, Paypal, Stripe and many more. At Sequoia, Pat has made…