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Sequoia Capital

also referred to as: sequoia

includes The Sequoia Capital Fund, Sequoia Capital Heritage Fund, Sequoia Capital Scout, Sequoia Capital Venture 12, Sequoia Capital Venture 13

41 statements across 22 episodes · 20 bullish · 8 bearish · 6 people on the record · first statement Sep 9, 2020 by Chamath Palihapitiya · said 236 times in 77 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (84), Chamath Palihapitiya (79), David Friedberg (32), Roelof Botha (15), David Sacks (15), Vlad Tenev (5), Keith Rabois (3), Mar Hershenson (1)

tap a year for its mentions
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013252020202120222023202420252026episodes it came up in
002.5135252020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 45 mentions in 11 episodes 4 per episode
2024 31 mentions in 12 episodes 3 per episode
2023 50 mentions in 15 episodes 3 per episode
2022 62 mentions in 21 episodes 3 per episode
2021 44 mentions in 15 episodes 3 per episode
2020 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Sequoia Capital, oldest first

Sep 9, 2020 bullish
Opinion
Chamath claims top public stock pickers beat Sequoia and Benchmark returns
“I think that if you were a very good stock picker in the public markets, you're generating better returns than Sequoia, Benchmark, Name Your Best Venture Fund”
Chamath Palihapitiya Sep 9, 2020 ▶ 48:47 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Mar 20, 2021 neutral
Assertion Not checkable as stated
Calacanis: Sequoia or a16z board seats trigger immediate lower-tier markup offers
“When they join the board, they own over 10%, you are anointed in a way that is transcendent. You will get pounded with inbound from the second tier and third tier firms who want to triple your valuation and give you twenty million bucks.”
Jason Calacanis Mar 20, 2021 ▶ 51:10 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Mar 20, 2021 neutral
Assertion Not checkable as stated
Chamath: DAG Ventures' LP pitch was marking up every Sequoia deal
“Dagg's LP pitch is we just, we will mark up every Sequoia deal.”
Chamath Palihapitiya Mar 20, 2021 ▶ 51:34 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Mar 27, 2021 bullish
Disclosure
Chamath Palihapitiya discloses investing in BitClout alongside Andreessen Horowitz and Sequoia
“A deal was announced and investment was announced. Andreessen, Sequoia, myself, and a few others. We did this thing called BitClout.”
Chamath Palihapitiya Mar 27, 2021 ▶ 46:47 E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
Apr 23, 2021 bearish
Prediction Not checkable as stated
Chamath predicts tax hikes will cause LPs to cut emerging managers
“I bet you what they're going to do is they're not going to cut their allocations in Sequoia. They're going to cut their allocations to all these other folks.”
Chamath Palihapitiya Apr 23, 2021 ▶ 20:27 E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
May 22, 2021 bullish
Opinion
Chamath: Andreessen Horowitz is set up to rival Sequoia
“They're basically set up to become Sequoia. If they really, I mean, I think if you think about like which two firms are really. Crushing on all cylinders right now, obviously Sequoia has always been the perennial number one, but if you think about the heater t…”
Chamath Palihapitiya May 22, 2021 ▶ 55:37 E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
Aug 6, 2021 positive
Assertion Not checkable as stated
Friedberg: Leading consecutive rounds and marking up portfolio companies drives top returns
“The guys that are known for doing this like Sequoia and Founders Fund and others have had incredible returns by doing exactly this. So the strategy does work.”
David Friedberg Aug 6, 2021 ▶ 22:15 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Aug 6, 2021 positive
Disclosure
Calacanis says his first Sequoia scout fund returned 150x cash-on-cash
“The first fund I did with Sequoia with the scouts, Was like, a 150 cash on cash.”
Jason Calacanis Aug 6, 2021 ▶ 1:27:14 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Sep 18, 2021 neutral
Assertion Not checkable as stated
Friedberg: Roelof Botha only invests in seven deadly sin businesses
“Roloff Botha Sachs' former colleague and obviously famed investor now at Sequoia Capital said that he always, he only invests in businesses that pursue one of the seven deadly sins.”
David Friedberg Sep 18, 2021 ▶ 43:25 E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more
Oct 9, 2021 neutral
Disclosure
Chamath: Crypto startups raise seed at $30M valuations with $200k-$400k checks
“When we see these projects, all these companies tend to raise, you know, three, four, five million bucks. It all tends to be at like, thirty million pre, and it all tends to be distributed. So like, you know, it's us, Andreessen, Sequoia, and it's like, you kn…”
Chamath Palihapitiya Oct 9, 2021 ▶ 23:27 E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
Nov 6, 2021 negative
Opinion
Chamath: LPs should pull capital rather than let Sequoia hold public stock
“If I was an LP of Sequoia, I would want the money back. And the reason is I'm not sure that Sequoia can compound money in the public markets anywhere near what I could.”
Chamath Palihapitiya Nov 6, 2021 ▶ 24:46 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Nov 6, 2021 neutral
Assertion Partly supported
Friedberg: Sequoia Heritage Fund was funded exclusively by GP capital
“They set up the Heritage Fund, and they set it up with only GP's money. It's got billions under management, and it's been making late stage private, but mostly public equity investing.”
David Friedberg Nov 6, 2021 ▶ 24:28 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Nov 6, 2021 negative
Opinion
Chamath: VC investors struggle to context switch to managing public equity
“The hardest thing I think that Sequoia is going to find in this new iteration is at some point, somebody's reputation will be on the line for judging public equities. And it's still not clear to me that people who live and breathe venture can context switch we…”
Chamath Palihapitiya Nov 6, 2021 ▶ 23:34 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Dec 23, 2021 positive
Assertion Partly supported
Calacanis: Sequoia's top recent portfolio exits exceed $300B combined valuation
“Over the past two years, they've had DoorDash, Airbnb, Snowflake, Unity, all these incredible companies worth over three hundred billion dollars combined.”
Jason Calacanis Dec 23, 2021 ▶ 54:11 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Feb 19, 2022 negative
Opinion
Sacks: Tiger Global competing in Series A rounds is a poor strategy
“So I don't know that if this report, I don't know if this reporting is actually true, but if the goal is all of a sudden for Tiger to become a Series A investor that competes with Kraft or Sequoia or these other firms that are very hands-on, that doesn't seem …”
David Sacks Feb 19, 2022 ▶ 48:20 E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
Apr 9, 2022 positive
Assertion Supported
Palihapitiya: Sequoia was the sole VC to release 'RIP Good Times'
“There's a reason why in during the great financial crisis, there was only one organization that even had the courage, forget whether it was right or wrong at the time to even write the RIP Good Times deck, right? It was Sequoia.”
Chamath Palihapitiya Apr 9, 2022 ▶ 23:41 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
May 26, 2022 positive
Opinion
Rabois: Sequoia Capital is historically the best-run VC fund
“I think, you know, Sequoia is the best run fund historically.”
Keith Rabois May 26, 2022 ▶ 59:39 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
Nov 12, 2022 negative
Assertion Partly supported
Chamath: Sequoia documented its $215M FTX investment on its website
“This was a two hundred and fifteen million dollar decision, and Sequoia documented it and put it on their own website.”
Chamath Palihapitiya Nov 12, 2022 ▶ 51:10 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Nov 19, 2022 positive
Opinion
Chamath: Sequoia's returns stem from replacing underperforming founder CEOs
“And by the way, Sequoia, who has had exceptional returns has always been known to be hard nosed. You know, a lot of people, the critique against Sequoia from founders would be that, oh, if I take Sequoia's money, they may fire me. Well, yeah, because if you're…”
Chamath Palihapitiya Nov 19, 2022 ▶ 1:44:57 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
Sep 1, 2023
Assertion Not checkable as stated
Chamath: Every successful VC firm faces disgruntled ex-employee smear campaigns
“It's happened to me. It's happened to chase. It's happened. To Sequoia. It's happened to any of us that have been successful.”
Chamath Palihapitiya Sep 1, 2023 ▶ 25:23 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 22, 2023 positive
Assertion Partly supported
Calacanis: Sequoia Capital led four consecutive preemptive rounds in WhatsApp
“Well, everybody learned from WhatsApp. And you know, shout out to the Sequoia team. Doug Leone, I think. And they did every round. Jim gets to know. Yeah. They did every round. So it was an internal round for, I think, four rounds in a row. So they just made p…”
Jason Calacanis Sep 22, 2023 ▶ 44:58 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
May 10, 2024 positive
Assertion Not checkable as stated
Calacanis: Sequoia's first Scout fund is its highest multiple returning fund
“That tiny experimental fund that Sam and I were part of a scouts is Sequoia's highest multiple returning fund.”
Jason Calacanis May 10, 2024 ▶ 0:45 Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
Jul 19, 2024 negative
Insight
Palihapitiya: Cross-fund LP liquidity violates strong venture capital governance
“When you're buying old stakes into a new fund and crossing funds, it's sort of like actually one of those things that are supposed to be verboten. And when you're trying to build a good fund with great governance, This is actually at the top of the list of the…”
Chamath Palihapitiya Jul 19, 2024 ▶ 1:02:30 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Jul 19, 2024 positive
Assertion Contradicted
Calacanis: Sequoia's $517M Stripe investment is worth $10B
“Sequoia Capital has invested five hundred seventeen million in Stripe. That's currently worth about ten billion.”
Jason Calacanis Jul 19, 2024 ▶ 1:00:29 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Jul 26, 2024 bearish
Insight
Palihapitiya: Sequoia and Y Combinator returns decay as they scale
“As with all things, when you're successful and you try to scale, returns decay. And this is not a slight on YC's returns, but it's what happens to everybody. So if you look at Blackstone's returns, they were incredible when they started, then they're Ok today.…”
Chamath Palihapitiya Jul 26, 2024 ▶ 1:16:20 Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
Aug 27, 2025 neutral
Prediction Not checkable as stated
Calacanis predicts VC will transition to a hybrid public-private market model
“Ventures in a massive transition, but I think what comes out on the other side is something that looks a lot more like public private investing, like Ruloff pioneered at Sequoia.”
Jason Calacanis Aug 27, 2025 ▶ 8:43 Every Investor Needs To Understand This Concept - David Friedberg
Oct 9, 2025 positive
Assertion Supported
Sam Altman and Jason Calacanis sourced Stripe and Uber for Sequoia
“You helped us with the investment in Uber. Sam Altman was in that group as well. He helped with an investment in a little company called Stripe.”
Roelof Botha Oct 9, 2025 ▶ 2:51 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025
Disclosure
Michael Moritz left Sequoia; Doug Leone stepped back from day-to-day investing
“Michael has transitioned out completely. Doug has stepped back from day-to-day investing, so he's no longer in partner meetings routinely, but he continues to serve on several boards.”
Roelof Botha Oct 9, 2025 ▶ 24:42 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025
Disclosure
Botha: Sequoia employs as many developers as investors
“We have about as many developers at Sequoia as we have investors and they're building products for us so that we are much more effective and productive than we might've been.”
Roelof Botha Oct 9, 2025 ▶ 8:18 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 bullish
Assertion Not checkable as stated
Sequoia Capital Fund gained $6.7B by holding post-IPO stock
“Now, to give you a sense, since we launched this three and a half years ago, we've accumulated another 6.7 billion in gains by doing nothing except being patient.”
Roelof Botha Oct 9, 2025 ▶ 17:25 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 positive
Disclosure
Palo Alto Networks was incubated inside Sequoia's office by Jim Goetz
“Palo Alto Networks was incubated inside our office with one founder and my partner, Jim Gates.”
Roelof Botha Oct 9, 2025 ▶ 18:22 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 positive
Assertion Supported
Botha: Sequoia-backed companies account for over 30% of NASDAQ value
“The companies in which we were private investors when they were little companies today account for over 30% of the total value of the Nasdaq.”
Roelof Botha Oct 9, 2025 ▶ 16:07 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 positive
Assertion Not checkable as stated
Botha: Sequoia's Venture 12 and 13 funds returned over 20x
“The highest multiple in history is I think Venture 12, which has Airbnb, Dropbox, Natera, AdMob, and a couple of other companies. And then Venture 13, which is the fund right after that, has Stripe and Square, now called Block, MongoDB, and a bunch of other co…”
Roelof Botha Oct 9, 2025 ▶ 3:13 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 positive
Disclosure
Sequoia partners do not pay for equity or charge their successors
“We didn't have to pay to get the partnership from the previous generation and nor will we charge the next generation.”
Roelof Botha Oct 9, 2025 ▶ 12:59 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025
Disclosure
Botha: Sequoia requires unanimous consensus among partners for investment decisions
“So when we make investment decisions at Sequoia, it's a consensus decision.”
Roelof Botha Oct 9, 2025 ▶ 13:47 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 positive
Assertion Not checkable as stated
Botha: Sequoia's initial Scout program fund is 26x
“So at this point, that, that fund is a 26 X fund at this point.”
Roelof Botha Oct 9, 2025 ▶ 2:59 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 negative
Insight
Success in one domain doesn't give VCs the right to compete elsewhere
“We have no MD PhDs on our team at Sequoia, and I think, you know, it's very dangerous when people think that your success in one domain just naturally makes you gives you the right to compete in other domains.”
Roelof Botha Oct 9, 2025 ▶ 27:24 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025
Disclosure
Botha: Sequoia uses AI to summarize business plans and analyze competitors
“If we get business plan submissions, we have an AI system that'll summarize it for me, so I get a very quick read on the company, a quick summarization of the quality of the Team and a very quick analysis of the competitive dynamics and the other companies I s…”
Roelof Botha Oct 9, 2025 ▶ 8:47 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025
Insight
Botha: Every investment mistake I've made stemmed from a failure of imagination
“When I've thought about my mistakes as an investor, by the way, every single time it comes down to a failure of imagination that I didn't think big enough, I didn't think about how this company could progress from where they were.”
Roelof Botha Oct 9, 2025 ▶ 23:36 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 positive
Disclosure
Botha: Sequoia is structured as a private partnership in perpetuity
“No, actually we've structured ourselves To be a private partnership in perpetuity to the extent possible under California law.”
Roelof Botha Oct 9, 2025 ▶ 12:35 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Oct 9, 2025 neutral
Assertion Supported
Sequoia's seed, venture, and growth funds haven't grown in 5-7 years
“Our seed venture and growth funds today are no bigger than they were five, six, seven years ago.”
Roelof Botha Oct 9, 2025 ▶ 11:53 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
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