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Sequoia Capital

also referred to as: sequoia

includes The Sequoia Capital Fund

30 statements across 13 episodes · 17 bullish · 2 bearish · 11 people on the record · first statement Dec 20, 2024 by Lee Jacobs · said 94 times in 28 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Molly O'Shea (26), Alfred Lin (24), Gilly Raanan (16), Cameron McCord (7), Lee Jacobs (3), Jordan Black (2), Xander Oltmann (1), Tarek Mansoor (1)

tap a year for its mentions
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002.57.5515202420252026episodesmentions per episode
2026 60 mentions in 13 episodes 5 per episode
2025 26 mentions in 10 episodes 3 per episode
2024 8 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Sequoia Capital, oldest first

Dec 20, 2024 positive
Assertion Supported
Jacobs: Sequoia Capital names office conference rooms after its non-profit LPs
“If you go into their offices you walk in, all the conference names are their LPs. It's Ford Foundation or whomever else is the sort of the causes that back them. And whenever they have an IPO, the you know, the CEO of the company is on the front of the page, b…”
Lee Jacobs Dec 20, 2024 ▶ 35:47 Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea
Feb 28, 2025
Assertion Supported
Mansoor: Kalshi has raised nearly $110M from Sequoia, Schwab, and Kravis
“It's raised close to 110. We, I mean, the main investor, Sequoia, YC Schwab Kravis and I mean, a bunch of others.”
Tarek Mansoor Feb 28, 2025 ▶ 14:36 How Kalshi Built a $2 Billion Prediction Market · Sourcery with Molly O'Shea
Jun 12, 2025 positive
Assertion Not checkable as stated
McCord: Sequoia spoke to 100% of Nominal's customers during Series B diligence
“In our case, like they, I think the Sequoia team spoke to, I think a hundred percent. I think they spoke to every customer of ours which was amazing.”
Cameron McCord Jun 12, 2025 ▶ 3:44 Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
Jun 12, 2025 positive
Assertion Partly supported
McCord: Sequoia and Lightspeed co-led Nominal's Series B, Alfred Lin joined board
“The round series B led by Sequoia specifically Alfred Lynn is a partner there who will be joining nominal board. We're super excited about that. And the round is also co-led by Lightspeed venture partners.”
Cameron McCord Jun 12, 2025 ▶ 1:38 Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
Jul 10, 2025 positive
Assertion Partly supported
Sequoia's Shaun Maguire helped structure Stripe's acquisition of Bridge
“I mean, like one of the most interesting parts about the Stripe bridge deal was that it seemed that the, one of the investors from Sequoia on both boards was like pretty instrumental in helping to get that deal done, which you don't see very often. And it's a …”
Art Levy Jul 10, 2025 ▶ 46:32 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 25, 2025 bullish
Assertion Partly supported
Vasavada: Vise went from seed to unicorn in 18 months via Sequoia
“So we went from seed to unicorn in like 18 months, which was kind of insane. Now it's happened a couple of times with, you know, these AI companies, but at the time it was kind of unheard of, especially for one company to raise continuous back to back financin…”
Samir Vasavada Jul 25, 2025 ▶ 39:46 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
Oct 27, 2025
Insight
Board members should be shock absorbers in bad times, sparring partners otherwise
“We partner with the founders and we know to be shock observers during bad times and to be sparring partners during good times.”
Alfred Lin Oct 27, 2025 ▶ 10:33 Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
Oct 27, 2025 negative
Insight
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.”
Alfred Lin Oct 27, 2025 ▶ 33:33 Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
Oct 27, 2025
Assertion Not checkable as stated
Sequoia evaluates 1,000 companies before making a single investment
“That's pretty consistent to how many companies and how many founders we have to see Before we make one investment on typically we see about a thousand companies before we make one investment.”
Alfred Lin Oct 27, 2025 ▶ 3:15 Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
Oct 30, 2025 positive
Disclosure
Lin: Sequoia spent 2.5 years pursuing Ken Griffin before Citadel deal
“Our partner, Constantine, met Ken at a conference. And went up to Ken and talked to him and struck, developed a relationship. And over time, I think it's over like two and a half years where he kept asking Ken, could we ever invest in Citadel Securities? And I…”
Alfred Lin Oct 30, 2025 ▶ 25:45 Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
Oct 30, 2025 bearish
Opinion
Lin: Venture Valuations Are Paying 2 to 4 Years Ahead of Fundamentals
“So I think we're paying probably two or three or four years ahead of where most of these companies are. And It is a little reckless.”
Alfred Lin Oct 30, 2025 ▶ 37:32 Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
Oct 30, 2025
Disclosure
Lin: Airbnb raised debt instead of equity in 2020 to avoid dilution
“Obviously we needed to raise money. Do we do it in equity? Do we do it in debt? Equity would be very punitive at that time. We decided to do it in debt.”
Alfred Lin Oct 30, 2025 ▶ 11:20 Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
Nov 11, 2025 bullish
Assertion Not checkable as stated
Karp: Palantir delivered Sequoia-level venture returns to ordinary public investors
“We gave venture returns, not just venture returns. We gave venture returns as if you're like, you know, I don't know, you're like Peter Thiel, Sequoia, Coastal returns. To the average person who is willing to do their own work and stand up against kind of trie…”
Alex Karp Nov 11, 2025 ▶ 2:09 Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office · Sourcery with Molly O'Shea
Jan 28, 2026 bullish
Disclosure
Maguire: Sequoia invested ~$1.2B in SpaceX, now worth ~$12B
“I first invested in, you know, and in cumulative invested probably 1.2 billion dollars, and across all the different funds, that position's worth, like, About twelve billion dollars today.”
Shaun Maguire Jan 28, 2026 ▶ 19:44 Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
Mar 9, 2026 bullish
Prediction Open · timeframe Mar 2036
Lin: Top companies will reach $10 trillion valuations within ten years
“Today we have companies that are worth four and a half to five trillion dollars. If you give it another five to 10 years, those companies continue to compound. It will be worth 10 trillion or more.”
Alfred Lin Mar 9, 2026 ▶ 4:32 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026 bullish
Assertion Supported
Lin: AI startups are scaling to $10M ARR faster than ever
“You see companies today going from zero to ten million in ARR in very, very fast, ah, time frames, which we have not seen in the past.”
Alfred Lin Mar 9, 2026 ▶ 6:23 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026
Assertion Not checkable as stated
Lin: Sequoia internally rejected Kalshi four times despite his memos
“I wrote four memos and got four no's for a Kaoshi investment.”
Alfred Lin Mar 9, 2026 ▶ 28:43 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026
Disclosure
Lin: Sequoia's Most Successful Fund Had a 50% Write-Off Rate
“I work in a business where our most successful fund had a 50% write-off rate.”
Alfred Lin Mar 9, 2026 ▶ 17:25 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026
Disclosure
Lin: Sequoia's legendary wall threshold rose from $100M to over $1B
“When I first got here, So Sequoia what was required to get onto that wall was a hundred million dollar gain. Today it's a, it's, it is in excess of the billion dollar gain.”
Alfred Lin Mar 9, 2026 ▶ 5:14 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026 bullish
Prediction Not checkable as stated
Lin: Sequoia will soon look at $10B+ gains for legendary status
“And I'm sure in a few years we'll be looking at ten billion dollar gains or more.”
Alfred Lin Mar 9, 2026 ▶ 5:27 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026 bullish
Insight
Alfred Lin: AI market is not zero-sum because intelligence generates revenue
“Our view is that it's not a zero sum game. And part of that is, there is really no price on intelligence. You, if you're more intelligent, if your system is more intelligent, if your product is more intelligent, is your company more intelligent and makes bette…”
Alfred Lin Mar 9, 2026 ▶ 24:20 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026 positive
Disclosure
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…”
Alfred Lin Mar 9, 2026 ▶ 2:14 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026 bullish
Assertion Not checkable as stated
Lin: Top engineers shipped 3x more code using AI tools
“The top five to 10% of their engineers shipped three times more than they did last year.”
Alfred Lin Mar 9, 2026 ▶ 22:09 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026
Disclosure
Lin: Airbnb, DoorDash, Snowflake, and Square drove Sequoia's $43B distribution
“Airbnb, DoorDash, Unity, Snowflake I'm sure I'm missing a few others. Mongo, Square.”
Alfred Lin Mar 9, 2026 ▶ 3:17 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026 neutral
Disclosure
Alfred Lin: Sequoia partners make only 1-2 investments per year
“Each partner only makes one or two investments per partner per year.”
Alfred Lin Mar 9, 2026 ▶ 23:18 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 9, 2026
Assertion Not checkable as stated
Lin: Sequoia required three internal investment memos to approve funding DoorDash
“I had to write three memos for DoorDash investments.”
Alfred Lin Mar 9, 2026 ▶ 28:40 Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
Mar 11, 2026 positive
Assertion Not publicly verifiable
Raanan: Sequoia held a 'how can we do better' meeting post-Google IPO
“A day after the Google IPO, which was back then the biggest financial event for Sequoia, there was a whole, all hands meeting at the office with the title of how can we do better?”
Gilly Raanan Mar 11, 2026 ▶ 1:28:58 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
Mar 11, 2026 bullish
Disclosure
Raanan: Wiz raised a $20M seed syndicate at a $66M post-money valuation
“The company I was the seed investor for that company together with Doug Leone from Sequoia and Sherdul Shah from Index Ventures. And together we created a syndicate of twenty million dollars that Value the company at around, I think the number was sixty six mi…”
Gilly Raanan Mar 11, 2026 ▶ 1:15:07 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
Mar 27, 2026
Assertion Supported
O'Shea: Sequoia has invested billions into SpaceX and Elon Musk companies
“I talked to Sean McGuire of Sequoia, who they've invested billions into SpaceX and Elon companies.”
Molly O'Shea Mar 27, 2026 ▶ 24:09 Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office · Sourcery with Molly O'Shea
Jul 15, 2026 positive
Disclosure
Senra Systems Closes $65M Series B Led by Lowercarbon and Interlagos
“Senra Systems officially closed our Series B fundraising for sixty-five million dollars. We had Lower Carbon, Interlagos leading the round with a lot of our existing investors coming into the mix, such as Sequoia, Founders Fund, General Catalyst Andreessen Hor…”
Jordan Black Jul 15, 2026 ▶ 1:10 Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck · Sourcery with Molly O'Shea
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