Leone: Michael Moritz was best in the world at assessing total upside
Doug Leone · How to Dominate for Decades | Doug Leone, Sequoia Capital · Aug 30, 2026 · at 1:21:07
Doug Leone evaluates his former Sequoia Capital co-head Michael Moritz's greatest investment strengths and mental models.
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“Mike had the ability to dream broadly in ways that I've never seen before. He could answer the question better than anybody I've ever known. What if everything goes right? Not, oh, we're hedges and that, no, what if everything goes right? What can this business look like? And if you look at the companies he's been an investor in, it's a spectacular list. You know, look, he had his faults, and we're not going to talk about all his faults here, but on that dimension, he was by far the best in the world.”
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