Sequoia Capital
also referred to as: sequoia
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Alex Kantrowitz · said 12 times in 10 episodes since 2023 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (9), Ranjan Roy (1), Brian McCullough (1), Anthony Scaramucci (1)
tap a year for its mentions
2026 5 mentions in 4 episodes 1 per episode
- How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- Are We Screwed If AI Works? — With Andrew Ross Sorkin
- every mention in 2026, scene by scene →
2025 5 mentions in 4 episodes 1 per episode
- $100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
- AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about Sequoia Capital, oldest first
Sep 29, 2025 bearish
Kantrowitz: Sequoia Estimates 2023-2024 AI Spend Requires $800B Revenue
“Dave Kahn, a partner at venture capital firm Sequoia, Estimates that the money invested in AI infrastructure in 2023 and 20 24 alone requires consumers and companies to buy roughly eight hundred billion in AI products over the life of these chips and data cent…”