Constantine Bueller

Partner, Sequoia Capital · 1 appearance on the record.

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investorengineer@KostaBuhler ↗

Konstantine Buhler is a partner at Sequoia Capital focusing on early-stage investments in artificial intelligence, enterprise software, and fintech. He previously worked as an investor at Meritech Capital and as an AI engineer.

5statements → 3claims → 0claims resolved → 3.4/5average certainty → 3/5average debate potential →

3 not checkable as stated how the 3 claims stand · each chip opens the sources

2 predictions · 1 assertion · 1 opinion · 1 insight · every statement was checked. The predictions and assertion are the 3 claims: statements the public record can support or contradict. 0 are resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Constantine argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Constantine Bueller on measured tape to publish a rate. This says nothing about how they speak.

Everything Constantine Bueller said on Sourcery that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Bueller: Machines will perform the vast majority of cognitive work in 20 years
“And I think that you look 20 years out, and the vast majority of cognitive work is done by machines, just like the vast majority of physical work is done by machines.”
Constantine Bueller Feb 7, 2026 ▶ 11:45 Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
Opinion
Buhler: Most venture investors completely ignored AI until 2022
“I think the vast majority of investors didn't really look into AI ML until 2022. The vast majority.”
Constantine Bueller Feb 7, 2026 ▶ 19:00 Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Bueller: Computing can shift from digital to analog like EVs replaced ICE
“Just like we had a flip from combustion engines to EV for some, not all of the world we can have a flip to analog.”
Constantine Bueller Feb 7, 2026 ▶ 25:52 Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
Insight
Buhler: First-time founders are completely uncalibrated on valuation expectations
“I find first time founders are zero percent calibrated to that type of thinking, and a few years in it is very difficult for them. And then repeat founders, of whom I work with several, always have a very similar logic because they've seen what happens, even i…”
Constantine Bueller Feb 7, 2026 ▶ 35:09 Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Bueller: Vast majority of academia believed OpenAI's research would fail
“Remember, the vast majority of academia, when OpenAI was doing their research that now has changed the world, would have thought that that would fail.”
Constantine Bueller Feb 7, 2026 ▶ 1:01:20 Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea

Appearances (1)

EpisodeDateSpeaking time
Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea Feb 7, 2026 16m
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