Alfred Lin
28 statements across 5 episodes · 10 bullish · 3 bearish · 3 people on the record · first statement Jun 12, 2025 by Cameron McCord · said 53 times in 11 episodes since 2024 · across every show →
On the record as a speaker too: Alfred Lin's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Molly O'Shea (38), Tanay Tandon (7), Cameron McCord (3), Keller Rinaudo Cliffton (1), Jordan Noone (1)
tap a year for its mentions
2026 41 mentions in 4 episodes 10 per episode
- How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
- Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
- Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
- $40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 8 mentions in 3 episodes 3 per episode
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
- Why a16z Bet $15 Million on THIS Controversial Startup · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 4 mentions in 4 episodes 1 per episode
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- The Quiet Revolution in DNA Sequencing | Nucleus Genomics · Sourcery with Molly O'Shea
- Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea
- John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Alfred Lin, oldest first
Jun 12, 2025 positive
Oct 27, 2025
Oct 27, 2025 negative
Evaluating early-stage startups solely on revenue is a lazy metric
“I think revenue as the metric is is a lazy way of looking at the problem. You have to look at the underlying metrics and don't forget some of the best companies in the world over time have taken time to build before they reach revenue.”
Oct 27, 2025 positive
DoorDash succeeded primarily by relentlessly prioritizing smiling user retention curves
“There were a number of metrics that DoorDash tracked that were all about retention. They were very, very focused on making the retention curves, the cohort curve smile. And I think that was the reason for much of their success.”
Oct 27, 2025
Oct 27, 2025 neutral
AI startup competitive density post-launch is far worse than 15 years ago
“Once you launch and you have any success, 15 competitors show up. And that was true 15 years ago, but it's way worse now. When DoorDash launched, there was a lot of competitors, but today, you know, if you launch an AI company, And it has some semblance of suc…”
Oct 27, 2025 positive
Brian Chesky was a great storyteller but needed early operational help
“Brian Chesky doesn't need to be told how to tell a story. He's such a great storyteller. But, you know, international expansion, sort of setting up operations. He may need more help on recruiting, what to look for, et cetera, in the early days.”
Oct 27, 2025 negative
Annualizing experimental pilot revenue into ARR is a deceptive joke founders use
“Counting pilot revenue and counting it as ARR and annualizing it is kind of a joke, which I think a lot of founders know it's a joke, but they don't have any problems just taking whatever month's revenue is, that's all pilot revenue, and multiplying by 12.”
Oct 27, 2025 positive
Oct 30, 2025 bullish
Lin: AI valuation premiums reflect the multi-trillion-dollar services market
“What AI has the potential of doing is looking, is it's looking at the services market, which is measures in tens of trillions of dollars. And that's why the premiums that we're offering seems very high and seems at times ridiculous.”
Oct 30, 2025 neutral
Lin: Doubling Valuations Halves Fund Shots and Demands Double Conviction
“But if you double the valuation, that means you have half the number of shots that you can deploy. You just have to be twice as good. And so my push for the industry is if you're going to write a check that is twice as large for the, then you need to have twic…”
Oct 30, 2025
Oct 30, 2025 bearish
Oct 30, 2025
Oct 30, 2025 bullish
Lin: OpenAI at $500 Billion Works If It Can Reach $5 Trillion
“Well, so it's easy to dismiss the 500 Billion and say that you can't make money from five hundred billion, but if we let NVIDIA, which is worth four trillion today, compound at 10% for another decade, it's going to be worth more than 10 trillion. So if OpenAI …”
Oct 30, 2025
Oct 30, 2025 neutral
Lin: In two to three years, the 'AI company' label will vanish
“In probably two or three years, we will not call them AI companies. Just the same way that internet companies over time, yeah, there were native internet companies, but over time, every company became an internet company. Every company became a mobile company.”
Mar 9, 2026 bullish
Mar 9, 2026
Mar 9, 2026
Mar 9, 2026
Mar 9, 2026 bullish
Mar 9, 2026 positive
Lin: Sequoia measures success by LP distributions, not AUM
“The thing that we measure is being a net liquidity provider to our LPs. So we believe in alignment of interests, and we think about founders first, then LPs, then Sequoia, then our team, and then ourselves. And when you do that, we actually measure how much we…”
Mar 9, 2026 bullish
Mar 9, 2026
Mar 9, 2026 neutral
Mar 9, 2026
Apr 13, 2026
Levchin Sold Parts of His College Startup to LinkExchange
“When I was in college, one of my many failed startups didn't fail completely, and it ended up, parts of it ended up being sold to a link exchange, which Alfred and Tony and a bunch of other people I'm still good friends with were Founders slash very early empl…”