“It sounds crazy, but I told you we're now 12 people in the early team. About the same number in the growth team.”
quote is from the automated transcript, cleaned for reading:
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More from Julien Bek
Opinion
Investing in AI Labs Resembles Backing Quora Before Facebook Emerged
“I think right now, if you're going to invest in the new Neolab, you're basically investing, you know, in the Quora, in the stumble upon when Facebook X came about.”
Julien BekAug 24, 2026▶ 11:13Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Opinion
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…”
Julien BekAug 24, 2026▶ 25:52Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Opinion
Legal AI Is Overfunded but Harvey Is Positioned to Win
“Probably legal. I think there's, you know, there's just so many me too's in this category. Whereas I think that the winner is already in existence. I'm obviously biased, but I think Harvey is very well positioned because they have the widest distribution. And …”
Julien BekAug 24, 2026▶ 1:17:04Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Disclosure
Maguire Pushed Sequoia's SpaceX Investment After Partner Voted '1' in IC
“Credits to Sean when he brought in the SpaceX investment, We vote on companies. I think someone voted a one. Yeah. I've seen fours, of course. I've seen threes. Never seen a two. I didn't even know we could do one. I didn't even know it was on the scale. But w…”
Julien BekAug 24, 2026▶ 17:49Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Insight
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…”
Julien BekAug 24, 2026▶ 33:35Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Insight
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…”
Julien BekAug 24, 2026▶ 40:01Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
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