Sequoia Capital, every mention
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every year anyone David Rosenthal 107Ben Gilbert 38Jason Calacanis 8Brad Gerstner 6Jensen Huang 3Michael Mauboussin 1Michael Lewis 1David Senra 1Ben Miller 1
Verbatim, from the transcripts: the passages where Sequoia Capital comes up
Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired
- ▶ 2:59:18 David Rosenthal So like the best investors in private markets think like Sequoia, Benchmark, et cetera, in the venture world, at least like, why would they ever give up their fees?
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 35:15 David Rosenthal So we did a series on Sequoia Capital, the venture firm.
- ▶ 36:21 Ben Gilbert It's funny you bring up Sequoia because it's actually benchmarky in that way.
- ▶ 46:01 David Rosenthal By frame for all this story was Sequoia, so this story is very different than Sequoia, but, uh, we interviewed Doug Leone, uh, who was, you know, one of the, the, I guess, two stewards ago of Sequoia, and he told us that after the dot-com…
- ▶ 46:53 David Rosenthal And they spent the next like five years, they didn't raise another fund.
- ▶ 46:58 Ben Gilbert I think they stopped taking fees for a while.
- ▶ 47:00 David Rosenthal They stopped taking fees, yeah.
- ▶ 47:12 Michael Lewis And so, I mean, they were really sensitive to reputation.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 3:26:09 David Rosenthal First to Ravi Gupta of Sequoia Capital, formerly CFO of Instacart.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 25:08 Ben Gilbert He and some, I think it was grad students, were in the process of starting a company, had term sheets from Benchmark and Sequoia.
- ▶ 2:52:17 Ben Gilbert As we talked about earlier, he does join Google through that crazy, please don't raise money from Benchmark and Sequoia and we'll just hire you instead.
- ▶ 3:58:29 David Rosenthal Our buddy Ravi Gupta, partner at Sequoia, and his buddies, Shane Battier, the former basketball player, and Alex Smith, the former quarterback for the 40 Niners and the Kansas City Chiefs and the Redskins.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 54:14 David Rosenthal Probably also costs a lot to buy it because it's well-funded from Sequoia.
- ▶ 1:08:25 Ben Gilbert And so they very quickly raised money from Sequoia.
- ▶ 1:08:29 David Rosenthal So it was basically incubated at Sequoia when the three founders left PayPal.
- ▶ 1:08:34 David Rosenthal Sequoia invested right away.
- ▶ 1:08:43 David Rosenthal And then Sequoia led another round pretty quickly thereafter because the infrastructure costs started, as you would imagine, scaling astronomically here.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 28:40 David Rosenthal Sequoia and Mike Moritz would end up funding eGroups.
- ▶ 1:20:00 David Rosenthal 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…
- ▶ 1:20:55 David Rosenthal The reality is, Sequoia and Kleiner split tons of deals.
- ▶ 1:21:08 David Rosenthal Maybe they'd done one round or the other, and Sequoia and Kleiner split deals all the time.
- ▶ 1:21:26 Ben Gilbert Yeah, I think in the middle of negotiations, they got another term sheet at a hundred and fifty million dollar valuation instead of a hundred, but I think they were sort of already pot committed to Sequoia and Kleiner Perkins, and I…
- ▶ 1:21:52 David Rosenthal So, like, they knew they wanted to go with Sequoia and Kleiner.
- ▶ 1:24:49 Ben Gilbert He comes to Doug, and they're running Sequoia Capital together at the time, and he says, Doug, we've never paid so much for so little.
- ▶ 1:25:23 David Rosenthal You can understand why Kleiner and Sequoia would feel this way.
- ▶ 1:42:13 David Rosenthal My favorite story from the whole Google CEO hiring process was sort of the standard playbook here that John and Mike and Sequoia Kleiner would run with founders when
- ▶ 1:42:46 David Rosenthal And finally, after months of this, they come back and they tell Kleiner and Sequoia, all right,
- ▶ 2:02:49 Ben Gilbert Before they raised the Sequoia and Kleiner round came to Bill and said, what about two hundred million?
- ▶ 3:02:38 Ben Gilbert Sequoia and Kleiner Perkins are not gonna be just sitting there on their hands like, we love being private shareholders forever.
Epic Systems (MyChart) · Acquired
- ▶ 43:00 David Rosenthal Made their way to Sequoia Capital.
- ▶ 43:03 David Rosenthal Sequoia did not put that one on their website.
Rolex (Audio) · Acquired
- ▶ 1:38:15 David Rosenthal I feel like there's an old, um, Sequoia saying, or at least a Mike Moritz saying, that recessions are the best time to innovate.
TSMC founder Morris Chang · Acquired
- ▶ 2:19:30 David Rosenthal He had a great, great quote when asked about starting Sequoia and he said, well, I had an advantage.
TSMC · Acquired
- ▶ 4:27 David Rosenthal Sequoia part one.
- ▶ 2:14:36 David Rosenthal This is what Sequoia and Don Valentine hated.
- ▶ 2:14:38 David Rosenthal They would never invest in developing a market.
Meta (Audio) · Acquired
- ▶ 1:13:05 David Rosenthal Sean and his co-founders at Plaxo raise money for Plaxo from venture capitalists, and not just any venture capitalists, the best venture capitalists from Sequoia Capital.
- ▶ 1:13:43 David Rosenthal Everlasting enmity for Sequoia and paranoid distrust of all venture capitalists and company boards.
- ▶ 1:26:59 Ben Gilbert Had Ruloff gone to Sequoia yet?
- ▶ 1:27:07 David Rosenthal But Sequoia wasn't gonna do this deal under those terms, so Ruloff couldn't have done it.
- ▶ 1:35:47 David Rosenthal Were there any other deals like this that you could even kind of point to as a comparable from the past, and the only one I can think of was the Google Series A, which was twenty-five million dollars at a one hundred million dollar…
- ▶ 1:36:16 David Rosenthal Legend has it, I don't know if this is apocryphal or not, is that after making the investment, Moritz told Don Valentine at Sequoia, never have we paid so much for so little.
- ▶ 6:20:26 Ben Gilbert To Mike Vernal, former Meta VP of Product and Engineering, and former Sequoia partner Vijay Raji, former engineer and VP, now, of course, CEO of Statsig.
Renaissance Technologies (Audio) · Acquired
- ▶ 1:11:32 David Rosenthal On the other hand, this is the equivalent of when Don Valentine sold Sequoia's Apple Steak before the IPO to lock in a great gain, but miss out on all the upside to come.
- ▶ 1:40:26 David Rosenthal I mean, great work if you can get it, but for context, the Sequoias, the benchmarks out there, they have obscene carry of 30%.
- ▶ 3:08:50 David Rosenthal Matt is the co-founder of Domino Data Lab, which is a great enterprise AI ops platform backed by Sequoia and many others.
Hermès (Audio) · Acquired
- ▶ 3:54:56 David Rosenthal You think about a professional sports team, or, like, I think my mind goes to, like, the New England Patriots, you know, or, like, honestly, it goes to, like, Benchmark and Sequoia, like, the best venture capital firms out there.
Novo Nordisk (Ozempic) · Acquired
- ▶ 2:57:36 David Rosenthal It reminds me of our Sequoia Capital episodes a few years ago and Sequoia's kind of historical classic mantra and the Don Valentine ethos of target big markets, find a big market, target it, and then like stay focused on it for decades and…
Holiday Special 2023 (Audio) · Acquired
- ▶ 1:15:39 Ben Gilbert It's like Sequoia had just invested a huge amount of money.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 1:05:25 David Rosenthal We call it the, uh, Moritz corollary to Moore's law after Mike Moritz from, uh, Sequoia.
- ▶ 1:05:32 Jensen Huang Sequoia was the first investor in our company.
- ▶ 1:05:35 David Rosenthal The great story behind it is that, uh, when Mike was taking over for Don Valentine with, with Doug, he was sitting and looking at Sequoia's returns and he was looking at fund three or four, I think it was four, maybe that had Cisco in it.
- ▶ 1:18:59 Jensen Huang I think Sequoia did okay.
- ▶ 1:19:03 Jensen Huang Yeah, we, we, I, I think we probably are one of the best investments they've ever made.
- ▶ 1:19:07 Ben Gilbert Have they held through today?
- ▶ 1:19:16 Ben Gilbert Sutter Hill and Sequoia.
Nike (Audio) · Acquired
- ▶ 59:24 Ben Gilbert And all of that is happening in Northern California into tech companies as we chronicled on the Sequoia episode with Don Valentine.
- ▶ 59:34 David Rosenthal Don is about to start Sequoia.
Porsche (with Doug DeMuro) · Acquired
- ▶ 1:56:47 David Rosenthal I feel like Vita King and Don Valentine of Sequoia Capital would be like brothers in arms here.
Lockheed Martin (Audio) · Acquired
- ▶ 1:14:37 David Rosenthal So, we talked about this a bunch actually on the first Sequoia Capital episode when we were telling Don Valentine's story.
- ▶ 1:14:45 David Rosenthal And at the time, when we were telling the story, we're like, oh, you know, Don, he was so legendary before he started Sequoia.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 53:11 David Senra But what happens is like, even when you put on the Sequoia episode, right, we went, me and David went on a hike in Stanford, and I was like, dude, you have this crazy back catalog.
- ▶ 53:52 Ben Gilbert But there's been other times where you come to us, and you're like, do you know how good your Sequoia episodes were?
- ▶ 53:56 Ben Gilbert And, like, the fact that you have four times the audience that you have now, and none of the 75% of those people have ever heard the Sequoia episode, what are you doing?
Stratechery (with Ben Thompson) · Acquired
- ▶ 1:03:07 Ben Gilbert Stripe itself is an investor in the company alongside Sequoia Index and Bezos Expeditions.
Qualcomm · Acquired
- ▶ 1:48:05 David Rosenthal Oh, big, uh, Sequoia win.
Benchmark Part II: The Dinner · Acquired
- ▶ 1:51:55 Ben Gilbert Like, when we did our Sequoia and Andreessen episodes, like, these things were about firm strategy and, like, institution building and programmatic thoughtful.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 16:21 Jason Calacanis But, um, anyway, we, we start a friendship, we start playing cards together, uh, we start hanging out, you know, trading notes kind of thing, and, uh, he's gonna start his venture firm, I'm a scout at Sequoia, all that stuff, we start…
- ▶ 51:46 Jason Calacanis And I was like, I wonder how far, you know, I'd been a Sequoia Scout, and then I was like, my friends are telling me I could start a venture fund.
- ▶ 1:12:08 Jason Calacanis Uh, and I, you know, I got that from Sequoia, like, you know, you, they would have this Sequoia dinner every year for the founders, and they would say, here are what the foundations, who are LPs, are doing with the money you made for them…
- ▶ 1:55:09 David Rosenthal You do Sequoia, you know, which people forget.
- ▶ 1:55:41 Jason Calacanis You know, you definitely have to have the Sequoia and Kleiner.
- ▶ 1:55:55 Jason Calacanis It's, it's going to be Sequoia, Kleiner, Benchmark,
- ▶ 2:02:22 Jason Calacanis I think, I don't think it's going to
- ▶ 2:02:26 Jason Calacanis I think in the arc, it will not be comparable to benchmark at Sequoia.
- ▶ 2:06:01 Ben Gilbert Was your Uber investment you personally, or was that Sequoia's money?
- ▶ 2:06:04 Jason Calacanis That was Sequoia's money.
- ▶ 2:06:25 Ben Gilbert And they had 30% carry at Sequoia at that point, I think.
Benchmark Part I · Acquired
- ▶ 1:38 Ben Gilbert Our Sequoia and Andreessen episode were about the empires that those firms chose to build.
- ▶ 7:40 Ben Gilbert On the Sequoia one, I was thinking about Doug talking about burning cigarettes in his arms, and he wouldn't flinch.
- ▶ 8:01 David Rosenthal God, there's so much Silicon Valley history, and I feel like we covered Sequoia, we covered Andreessen, and there's this missing gap in between the two of them, and this is Benchmark.
- ▶ 9:14 David Rosenthal You know, you think today of the top VCs, the top VC firms, you think Sequoia, you think Benchmark, you think Andreessen Founders Fund.
- ▶ 14:36 David Rosenthal There was, of course, Sequoia, and Don had done Cisco.
- ▶ 14:40 David Rosenthal They were about to do Yahoo.
- ▶ 14:42 David Rosenthal It was up and coming, but they weren't yet the dominant Sequoia that we think of today.
- ▶ 14:48 Ben Gilbert They were almost a twenty-year-old firm, but they weren't Sequoia as we know them.
- ▶ 1:06:12 David Rosenthal Benchmark splits the deal with Mike Moritz at Sequoia.
- ▶ 1:06:15 David Rosenthal Sequoia does three and a half million.
- ▶ 1:06:38 David Rosenthal Sequoia and Benchmark don't put more money into the company before they go public.
- ▶ 1:06:50 David Rosenthal So, you know, at the high point for this web van bet that Benchmark and Sequoia each put three and a half million into.
- ▶ 1:36:20 David Rosenthal They provide you with a team of experts who this is all they do all day, but they also, and this is what makes Pilot itself such an awesome technology startup backed by Sequoia, Index, Jeff Bezos himself,
- ▶ 1:48:59 David Rosenthal I mean, I was just recently the other week listening to, uh, Ruloff from Sequoia did a great interview on, uh, Tim Ferriss' show.
- ▶ 1:49:09 David Rosenthal He's running Sequoia now.
- ▶ 1:49:17 David Rosenthal 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.
- ▶ 1:59:38 David Rosenthal Well, and Sequoia too, you know, Sequoia expanded internationally.
- ▶ 1:59:42 David Rosenthal Sequoia added a growth fund.
- ▶ 1:59:44 David Rosenthal Sequoia raised bigger funds.
- ▶ 2:00:47 David Rosenthal Sequoia was a CEO firm.
- ▶ 2:23:43 David Rosenthal Maybe slightly more believable that they could beat Sequoia at that point in time.
- ▶ 2:25:39 David Rosenthal Well, so we know Sequoia is out for Facebook because of Sean Parker, the pajama pitch, you know, all that, the bad blood.
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