Julien Bek
29 statements across 1 episodes · 15 bullish · 3 bearish · 1 people on the record · first statement Aug 24, 2026 by Julien Bek · said 3 times in 1 episodes since 2024 · across every show →
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brought up most by Harry Stebbings (3)
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Everything said about Julien Bek, oldest first
Aug 24, 2026 bullish
Bek: VC funds will collaborate more on hardware and physical AI deals
“In, in hardware now, for instance, which is like the new thing, right, that's consensus physical AI the time to get validation is just a lot longer,
and so you have to invest early, hoping that those companies can get through those phases of experimentation an…”
Aug 24, 2026 positive
Bek Partners With Two to Three Founders Annually, Targeting 20 Boards
“In your career, you can make 20 investments.
Some people do more than that.
That's just not my style.
I partner with two, three founders a year, and so in my career, I can expect to do basically be on the board of 20 companies.
I'm not going to short myself.
I…”
Aug 24, 2026 bullish
Bek: Sequoia underestimated Anthropic early due to linear thinking
“Yeah, we call that revisiting our priors. It's very important that you update your priors if the environment's changed, and I think it came from the realization that if AI is going to be so transformative, we are just on the foothill of this incredible exponen…”
Aug 24, 2026 positive
Aug 24, 2026 positive
Bek: Dean Meyer is Sequoia's top deal sourcer
“Time and time again, if I have to pick, I'll pick Dean Meyer, my partner who sits in Tel Aviv, but basically lives on plane. He's just a phenomenal human being. He was a professional football player for multiple years. He, so he has the competitive juices of m…”
Aug 24, 2026 positive
Bek: AI startup fundraising milestones have compressed dramatically from 18 months
“The multiple rounds that happen and, you know, we used to have seed and series A, series B, and I think the milestones to get from one to the other used to take you 18 months. Now you can move so fast with AI that things happen so quickly. And so it's only nor…”
Aug 24, 2026 positive
Aug 24, 2026 neutral
Aug 24, 2026 bullish
Aug 24, 2026 neutral
Bek: Arrogance in founders can be acceptable if tied to a spike
“If you look at founders you like versus founders who make money as a two by two matrix your job is to figure out in which part of the quadrant we make money. And he used to tell that to many of our partners. And it's not because you don't like the founder that…”
Aug 24, 2026 bullish
Aug 24, 2026 positive
Bek: Non-tech customers are Rillet's fastest-growing business segment
“It's funny you say that, because in the case of, really, we had the board meeting recently, and they have this thing they call Project Iowa, and it's basically appealing to companies outside of tech, And we, this is the fastest growing segment in the business,…”
Aug 24, 2026 neutral
Bek: Sub-human-parity AI apps should accept negative gross margins for frontier models
“For the ones where we're still not at human parity, you absolutely want to be operating on the frontier, and it might be worth you know, investing at even negative gross margins to earn the customer's trust and build a superior product to your competitor.”
Aug 24, 2026 neutral
Aug 24, 2026
Aug 24, 2026 bullish
Aug 24, 2026
Aug 24, 2026 positive
Bek Underestimated Lovable Founder Anton Osika Due to Lacking a Meeting Plan
“I had lunch with Anton Ossica from Lovable before he founded the company, and I just didn't see it. And I'll tell you one thing that I learned from that is I didn't come to the meeting with a plan. I just had lunch with him, and it was three of us and him, and…”
Aug 24, 2026 bearish
Bek: Largest venture outcomes will emerge in mature markets over greenfield
“Ultimately what matters to you is how much ownership you have and how big the company can get. And that will be true only when that investment crystallizes in almost guarantee that will happen for the biggest outcomes in markets that are more mature as opposed…”
Aug 24, 2026 positive
Aug 24, 2026
Aug 24, 2026 neutral
Aug 24, 2026
Aug 24, 2026
Aug 24, 2026 positive
Aug 24, 2026 positive
Sequoia Won Citadel Securities Deal Through Partner's College Relationship
“Constantine Bueller my partner Helped us lead the investment in Citadel Securities, Ken Griffin's company. They had never taken outside capital. The reason we were able to invest is Constantine built a relationship with Ken since he was a student. He had been …”
Aug 24, 2026
Aug 24, 2026 negative
Bek: Unanimously high IC ratings are dangerous because founders retrofit narratives
“First, if everyone's a seven or eight, Quite dangerous. Because look, founders know what we want to hear. The best founders are able to you know, retrofit the narrative that they think is going to land with investors, and that can be dangerous. So in, in those…”
Aug 24, 2026 bearish
Bek: Sequoia will not back legacy services companies pivoting to AI
“I will not invest in one of those companies. For the following reason. I think you can make money in that business. The reality is I've only seen it in my career. The best companies are able to concentrate talent and you just not going to get frontier talent w…”