Sequoia Capital, every mention

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every year anyone Alex Kantrowitz 9Ranjan Roy 1Brian McCullough 1Anthony Scaramucci 1

Verbatim, from the transcripts: the passages where Sequoia Capital comes up

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How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn Aug 5, 2026 · 2 mentions

Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day Aug 3, 2026 · 1 mention

  • ▶ 1:01:08 Alex Kantrowitz Uh, on Wednesday, Dave Kahn, partner at Sequoia will come on to talk about what AI needs to do to make the bet pay off.

Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading Jun 2, 2026 · 1 mention

  • ▶ 41:13 Ranjan Roy There is the Altimeters of the world, the Dragoneers of the world, Sequoia as well.

Are We Screwed If AI Works? — With Andrew Ross Sorkin Mar 18, 2026 · 1 mention

  • ▶ 19:49 Alex Kantrowitz There's a partner at Sequoia who recently said something like the one, the software companies that will survive are the ones that are actually managed services with a technology layer on top.

AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO? Oct 13, 2025 · 1 mention

  • ▶ 2:22 Alex Kantrowitz And let us return to Dave Kahn, the Sequoia partner who wrote, of course, a great piece a couple of years ago or a year ago, even about the six hundred billion dollar question

OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives? Sep 29, 2025 · 1 mention

$100 Million AI Engineers, Vending Machine Claude, Legend Of Soham Jul 7, 2025 · 2 mentions

  • ▶ 9:57 Alex Kantrowitz So you mentioned that, uh, some AI engineers are being paid like athletes, and there is a great piece by Dave Kahn, who's a partner at Sequoia, why AI labs are starting to look like sports teams.
  • ▶ 18:19 Alex Kantrowitz And I think that we should just like the, read the last bit of the Sequoia piece.

Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem Jun 4, 2025 · 1 mention

  • ▶ 24:10 Anthony Scaramucci Sean McGuire from Sequoia goes out and endorses him, and now you've created this portal for other Silicon Valley people who have typically hid their political stripes.

Decoding the NVIDIA Trade - With Michael Batnick Jun 26, 2024 · 1 mention

Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough Oct 25, 2023 · 1 mention

  • ▶ 40:10 Brian McCullough And one of the things that I said to a lot of the startups that I talked to at this conference is, you have to understand that not only does Meadow want this to work that way, the VC class, of which obviously I'm a part, wants it to work…
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