Shaun Maguire

11 statements across 4 episodes · 3 bullish · 5 bearish · 2 people on the record · first statement Nov 14, 2024 by Jordi Hays · said 47 times in 16 episodes since 2024 · across every show →

On the record as a speaker too: Shaun Maguire's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by John Coogan (25), Jordi Hays (18)

tap a year for its mentions
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0510202420252026episodes it came up in
002.55510202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 6 mentions in 4 episodes 2 per episode
2024 38 mentions in 9 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Shaun Maguire, oldest first

Nov 14, 2024 bullish
Prediction Open · timeframe Nov 2034
Hays: Sequoia Will Make Money on Its X Investment in 10 Years
“I would be willing to bet my house that they'll make money on this investment in 10 years.”
Jordi Hays Nov 14, 2024 ▶ 2:35:23 Low T levels at Y-Combinator (ep9)
Dec 11, 2024 neutral
Assertion Supported
Hays: Shaun Maguire Led Sequoia's Investment into X
“He led the deal into X from Sequoia. Yep. Has a very close relationship with Elon.”
Jordi Hays Dec 11, 2024 ▶ 28:37 How we became the fastest growing podcast (ep20)
Mar 24, 2025 bearish
Prediction Open · timeframe Mar 2028
Maguire: Only one or two new defense startups per year win programs of record
“Only one or two of you a year are going to do that. And it's going to be like of new companies and it's really hard. and it takes both having great tech and great, you know, government BD. And so don't under invest it in either of those.”
Shaun Maguire Mar 24, 2025 ▶ 17:06 Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
Mar 24, 2025 negative
Opinion
Maguire: Nation-state espionage in Silicon Valley far exceeds public perception
“I think that nation state espionage in Silicon Valley has been much Much bigger scale than people have understood for at least the last decade, and probably beyond that.”
Shaun Maguire Mar 24, 2025 ▶ 21:13 Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
Mar 24, 2025 negative
Assertion Not checkable as stated
Maguire: European regulatory approvals have bottlenecked recent M&A deals
“There's also like for most companies, European regulatory approvals, and that has been the bottleneck for Quite a few M&A deals in the last few years.”
Shaun Maguire Mar 24, 2025 ▶ 28:45 Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
Oct 30, 2025 bearish
Prediction Not checkable as stated
AI will make coding as fundamental and commoditized as basic arithmetic
“I personally think that coding is going to be like doing arithmetic a long time ago. And it's just like, it won't be as interesting or valuable. Humans won't be doing that much of it”
Shaun Maguire Oct 30, 2025 ▶ 25:30 Sequoia Capital Partner Shaun Maguire Live on TBPN
Oct 30, 2025 positive
Assertion Supported
Sequoia invested $600,000 into Airbnb at a $3 million valuation
“Airbnb, obviously, like Sequoia was the first investor or the seed round. Sorry, not first investor. They did YC, but you know, we invested 600,000 dollars, like a three million dollar valuation, and they went through some incredibly hard times.”
Shaun Maguire Oct 30, 2025 ▶ 17:10 Sequoia Capital Partner Shaun Maguire Live on TBPN
Oct 30, 2025 bullish
Prediction Not checkable as stated
SpaceX could eventually provide 20% to 30% of global mobile data
“I think SpaceX is going to do unbelievably well, and I am maximum bull on direct assault for SpaceX, but I think what happens, like, in the kind of most wild success scenario for SpaceX, SpaceX is providing, like, 20, 30% of the world's mobile data in a decade…”
Shaun Maguire Oct 30, 2025 ▶ 23:05 Sequoia Capital Partner Shaun Maguire Live on TBPN
Oct 30, 2025
Assertion Not checkable as stated
Sequoia helped assemble five or six companies pre-incorporation last year
“I think in the last year, there's been at least five or six companies where we signed term sheets before, sorry, where we were involved in the putting together of companies like before, before they were even incorporated, you know, we were kind of structuring …”
Shaun Maguire Oct 30, 2025 ▶ 10:09 Sequoia Capital Partner Shaun Maguire Live on TBPN
Oct 30, 2025 neutral
Insight
Government shutdowns expose which defense tech startups are truly indispensable
“It's a tale of haves and have nots. So I work with a few companies that are You know, getting absolutely reamed by it, but I also work with a couple companies where it hasn't really affected them, and basically, like, if you have something that the government …”
Shaun Maguire Oct 30, 2025 ▶ 26:59 Sequoia Capital Partner Shaun Maguire Live on TBPN
Oct 30, 2025 bearish
Insight
Passive late-stage venture capital offers little to no alpha today
“It's like, if you're a passive investor at the late stage, there's no alpha today in VC or very little, but that's just not the game we play.”
Shaun Maguire Oct 30, 2025 ▶ 10:58 Sequoia Capital Partner Shaun Maguire Live on TBPN
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