Sequoia Capital, every mention
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every year anyone Brad Gerstner 12Bill Gurley 7
Verbatim, from the transcripts: the passages where Sequoia Capital comes up
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 55:06 Brad Gerstner There are a lot of U.S. firms investing directly in China, um, right from Sequoia to GGV. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 1:09:04 Brad Gerstner I think a key thing here is, like, how does Altimeter or Sequoia or other US investors, remember, 60% of the investors in ByteDance are US investors, and the, the investors in places like Altimeter, they're pension funds, they're teachers,…
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:06 Bill Gurley And so you and I had the discussion, you know, we've been having it all summer, but then the Goldman thing came out and, and the Sequoia thing came out and, and, and then the stocks retreated.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:01:06 Bill Gurley We saw this, um, unusual Sequoia event where they actually recycled 2 times in the scene
- ▶ 1:09:16 Bill Gurley He went on the Sequoia podcast, but he, he was at, he was at Google DeepMind, and he talks about AlphaGo, and he has some different perspectives on AlphaGo and, and, and
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:47 Brad Gerstner We go back and forth, but there was, you know, maybe the first piece that came out, David Kahn over at Sequoia. 5 times in the scene
- ▶ 38:16 Bill Gurley Um, clearly on this podcast he did with Sequoia, he's the CTO at Microsoft shares the enthusiasm that Sam and Dario do that this is just going to go on forever.
- ▶ 45:03 Brad Gerstner Well, I think that, um, I think it's well said, and perhaps that if, if we had to tease out a red thread, um, that I think is actionable from all of these pieces, the Goldman piece, Sequoia, you know, McKinsey, et cetera, you know, it is…
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:23 Bill Gurley I look at someone posted the, just the investment Sequoia has made in Elon's companies, and they were rounds that were in the, you know, 506 hundred million dollar range, and there were three or four of them.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:10 Bill Gurley I don't know, I think everybody that listens to this podcast probably is aware of this, but, you know, there have been quotes from, I think, Mike Moritz at Sequoia, where he's like, I've been hanging out in China, and these people are…
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 41:46 Brad Gerstner I, I, you know, and, and, and, you know, take something like Klarna, and I think Sequoia deserves some credit here. 3 times in the scene