Andrew Reed

7 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Sep 18, 2023 by Harry Stebbings · said 68 times in 16 episodes since 2019 · across every show →

Mentions by year

brought up most by Harry Stebbings (33), Zach Lloyd (16), Pat Grady (7), David Cahn (5), Joe Thomas (3), Vlad Tenev (1), Shaun Maguire (1), Sebastian Siemiatkowski (1)

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2026 2 mentions in 2 episodes 1 per episode
2025 28 mentions in 4 episodes 7 per episode
2024 20 mentions in 4 episodes 5 per episode
2023 1 mention in 1 episode
2021 1 mention in 1 episode
2020 13 mentions in 3 episodes 4 per episode
2019 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Andrew Reed, oldest first

Sep 18, 2023 neutral
Assertion Supported
Figma was at $4M ARR when Sequoia invested at $400M valuation
“I remember when they, it's public, but they were at four million in ARR when Andrew did them at 400.”
Harry Stebbings Sep 18, 2023 ▶ 50:52 Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
Jul 8, 2024 positive
Assertion Supported
Grady: Figma had $4.6M ARR at Sequoia's Series C
“So the series C and Figma, when Figma had, I think, 4.6 million of ARR, that was not at all obvious, but Andrew had spent three years Studying the design market and had a real point of view.”
Pat Grady Jul 8, 2024 ▶ 27:58 Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Jul 8, 2024
Assertion Not checkable as stated
Grady: Sequoia screened 9,000 candidates to hire Andrew Reed and Matt Huang
“Andrew Reed, Matt Huang both started on our team in February of 2014. And so the process that led to them was conducted over the back half of 2013. And it was about the most rigorous hiring process we've ever had. Like top of funnel was 9000 and what came out …”
Pat Grady Jul 8, 2024 ▶ 44:25 Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Aug 12, 2024 positive
Opinion
Maguire names Sequoia's top deal pickers by sector
“Like if it's a SAS company, Pat Grady, if it's, you have to read someone, you only get like 10 minutes to read the person, then it's Doug Leone. If it's a, like a biotech company, it's definitely Ruloff. If it's an operationally heavy company, it's Alfred. If …”
Shaun Maguire Aug 12, 2024 ▶ 1:05:01 Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
Oct 17, 2025
Disclosure
Lloyd: Sequoia led a $50M Series B in pre-revenue Warp
“That was a fifty million dollar round.”
Zach Lloyd Oct 17, 2025 ▶ 47:27 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
Oct 17, 2025 positive
Assertion Not checkable as stated
Lloyd: Sequoia connected Warp to CrowdStrike's president within hours of an issue
“And so I reached out to Andrew. I was like, can you help me here? And then that day I was on the phone with the president of CrowdStrike.”
Zach Lloyd Oct 17, 2025 ▶ 51:48 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
Nov 10, 2025 bullish
Assertion Supported
Randle: Figma investment at 100x ARR generated a 30-40x return
“One of the first hundred X deals, I think, in SaaS, and people were like, a hundred X ARR, what the hell? And obviously it ended up being, you know, I don't know, 30, 40 X, unbelievable investment.”
Everett Randle Nov 10, 2025 ▶ 52:55 Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
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