Sequoia Capital
also referred to as: sequoia
24 statements across 10 episodes · 6 bullish · 2 bearish · 4 people on the record · first statement Mar 15, 2022 by Ben Gilbert · said 166 times in 42 episodes since 2021 · across every show →
Mentions by year
brought up most by David Rosenthal (107), Ben Gilbert (38), Jason Calacanis (8), Brad Gerstner (6), Jensen Huang (3), Michael Mauboussin (1), Michael Lewis (1), David Senra (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 35 mentions in 9 episodes 4 per episode
- Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- 10 Years of Acquired (with Michael Lewis) · Acquired
- Google Part II: Alphabet (Audio) · Acquired
- Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- TSMC · Acquired
- Epic Systems (MyChart) · Acquired
- Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- Rolex (Audio) · Acquired
- 1 more episode that year, every mention in 2025 →
2024 12 mentions in 4 episodes 3 per episode
2023 16 mentions in 6 episodes 3 per episode
2022 94 mentions in 16 episodes 6 per episode
- Benchmark Part I · Acquired
- Nvidia: The GPU Company (1993-2006) · Acquired
- ACQ Sessions: Jason Calacanis · Acquired
- Altimeter (with Brad Gerstner) · Acquired
- The Playbook: Lessons from 200+ Company Stories · Acquired
- Amazon.com · Acquired
- Nvidia: The Machine Learning Company (2006-2022) · Acquired
- Stratechery (with Ben Thompson) · Acquired
- 8 more episodes that year, every mention in 2022 →
2021 8 mentions in 6 episodes 1 per episode
- CAA (with Michael Ovitz) · Acquired
- FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired
- Not Boring (with Packy McCormick) - Extended Cut · Acquired
- Standard Oil Part II (Extended Cut) · Acquired
- Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- Standard Oil Part I · Acquired
- every mention in 2021, scene by scene →
Everything said about Sequoia Capital, oldest first
Mar 15, 2022 neutral
Gilbert: Tiger, Coatue do seed as Sequoia restructures for public holdings
“We are watching hedge funds like Tiger Global and KOTU come all the way down to seed investing, and we're simultaneously seeing classically early stage venture capital firms like Sequoia completely reinvent their structure to hold on to their winners longer Ev…”
Mar 28, 2022 neutral
Mar 28, 2022 neutral
Mar 28, 2022 bullish
Rosenthal: Early Sequoia Nvidia investment is one of the best venture returns ever
“I think a lot of the GPs at Sequoia and certainly Mark Stevens, who was one of my professors at GSB. Who was on the board for Sequoia is still on the board have held their shares personally for like to this day. Like that's one of the best venture investment r…”
Mar 28, 2022 positive
Rosenthal: LSI Logic IPO delivered historic $153M return to Sequoia
“LSI logic, which had just gotten public and we've talked about it on the show made Don Valentine and Sequoia the then largest venture return in an IPO in history, maybe the largest venture return ever in history when they went public of a hundred and fifty thr…”
Mar 28, 2022 neutral
Rosenthal: Nvidia raised about $20M in total venture capital before going public
“They did raise some more money in between that initial two million and going public. I think they raised twenty million in total, but like there wasn't a lot of window and I think it was Sequoia and Sutter Hill that put that capital in for the rest of that twe…”
Jun 20, 2022
Rosenthal: Sequoia invested $150k in Apple and sold entirely for $6M
“Ah, Don invested a 150,000 in Apple computer in 1977.
And then, 18 months later, they had an opportunity to realize one of the greatest venture returns of all time.
They made a forty-X on that investment.
They sold their shares for six
Million dollars before t…”
Jun 20, 2022 bullish
Jun 20, 2022 negative
Aug 16, 2022 bullish
Aug 16, 2022 neutral
Sep 28, 2022 neutral
Sep 28, 2022 bullish
Benchmark almost assuredly could have won a slot in Google's Series A
“But could they have beaten one of those two firms to get one of the two primary VC slots in Google? Almost assuredly. I mean, at this point, this was Bench where they had just done eBay. You know, they were at the height of their powers. They were the internet…”
Sep 28, 2022 neutral
Roelof Botha experienced a prolonged dry spell after early YouTube success
“He took over for Leone, right? And one of his very first investments was YouTube. So right out the gate, he's crushing it. But then he hit a dry spell, and it was really hard on him, and it was hard on the partnership, and he talks about it.”
Sep 28, 2022 neutral
Oct 4, 2022 neutral
Oct 4, 2022 bearish
Oct 4, 2022 neutral
Oct 4, 2022 neutral
Apr 21, 2025 neutral
Jun 30, 2025
Sequoia and Kleiner Perkins aggressively split Google's Series A round
“Famously, Kleiner and Sequoia end up splitting the deal, and Michael Moritz and John Doerr, the two most legendary VCs in the world, they team up, they join forces, they split the deal, and they both join the board of Google at the Series A.”
Jun 30, 2025
Oct 6, 2025
Dec 15, 2025 positive
Sequoia refused to raise a mulligan fund after the dot-com crash
“We interviewed Doug Leone who was, you know, one of the, I guess, two stewards ago of Sequoia, and he told us that after the dot-com crash for the Sequoia fund that was the dot-com bubble fund, every other venture firm out there, after the bubble popped, were …”