StarZero All shows Try the podcast clipper →

Andrew Reed

Partner, Sequoia Capital · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

Andrew Reed represents venture capital firm Sequoia Capital. He evaluates technology companies and public market milestones such as software IPOs.

14statements → 5claims → 3claims resolved → 67%fully supported → 3.71/5average certainty → 2.07/5average debate potential → ≈4.0/5argument clarity, estimated → 13said about them ↓

2 supported 0 partly supported 1 contradicted 2 not checkable as stated how the 5 claims stand · each chip opens the sources

5 assertions · 1 opinion · 7 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 3 are resolved, and 2 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 Andrew argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Reed: Figma S-1 reports 13M MAUs, two-thirds non-designers
“In the S one we reported, I think, thirteen million monthly active users, two thirds of which are not designers.”
Andrew Reed Aug 2, 2025 ▶ 1:12:15 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked

Their most notable contradicted claim

Assertion Contradicted
Reed: Sequoia Capital Global Equities is largest TMT hedge fund
“Sequoia Capital Global Equities, which is, I think at this point, the largest TMT long short hedge fund in the world.”
Andrew Reed Mar 28, 2025 ▶ 9:51 Andrew Reed on Sequoia and How to Be a World-Class VC

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 Andrew Reed on measured tape to publish a rate. This says nothing about how they speak.

Everything Andrew Reed said on TBPN that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Sequoia Acts as Cutthroat 'Front Stabbers' for Maximum Round Allocation
“Sequoia, you know, we are as cutthroat as it gets, right? Like we are front stabbers, you know, we'll, we'll, like, we don't hide that in general we want to do usually as much of a round as we possibly can.”
Andrew Reed Mar 28, 2025 ▶ 21:03 Andrew Reed on Sequoia and How to Be a World-Class VC
Insight
Fund Returns Are Inversely Proportional to Team and Fund Size
“Doug has this presentation, he calls it the laws of physics, where one of the laws of physics is that fund returns are inversely proportional to team size, and also fund returns inversely proportional to fund size.”
Andrew Reed Mar 28, 2025 ▶ 22:22 Andrew Reed on Sequoia and How to Be a World-Class VC
Assertion Contradicted
Reed: Sequoia Capital Global Equities is largest TMT hedge fund
“Sequoia Capital Global Equities, which is, I think at this point, the largest TMT long short hedge fund in the world.”
Andrew Reed Mar 28, 2025 ▶ 9:51 Andrew Reed on Sequoia and How to Be a World-Class VC
Insight
Formulaic Playbooks Create the Worst Tech Board Members
“A paint by numbers approach to anything in technology and anything in investing is bad. And I think the worst board members tend to try to be the people who come in and take the reins and run their play, run that company through their playbook because playbook…”
Andrew Reed Mar 28, 2025 ▶ 13:13 Andrew Reed on Sequoia and How to Be a World-Class VC
Opinion
Reed: Silicon Valley is ethical; bad behavior comes mostly from outsiders
“By and large, people are, like, good and ethical in the Valley. Like, it's a pay it forward place. It's a repeat game. I think there's a reason why a lot of the, you know, bad behavior comes from people who aren't from Silicon Valley.”
Andrew Reed Mar 28, 2025 ▶ 20:41 Andrew Reed on Sequoia and How to Be a World-Class VC
Insight
Reed: Prior experience cannot prepare investors for VC's multifaceted demands
“It sort of doesn't matter at all what you did before, because nothing you do before joining a venture capital firm prepares you for how truly, like, multifaceted long-term success is in venture.”
Andrew Reed Mar 28, 2025 ▶ 23:25 Andrew Reed on Sequoia and How to Be a World-Class VC
Insight
Generative AI Creates Unprecedented Revenue Ramps Through Immediate Distribution
“Because of that fact, like, you know, everybody's on the internet, All the time. And most of these technologies are available at the get go to everybody. you can see revenue ramps like nothing we've ever seen before, right? because it's transformative techno…”
Andrew Reed Mar 28, 2025 ▶ 27:07 Andrew Reed on Sequoia and How to Be a World-Class VC
Assertion Supported
Reed: Figma S-1 reports 13M MAUs, two-thirds non-designers
“In the S one we reported, I think, thirteen million monthly active users, two thirds of which are not designers.”
Andrew Reed Aug 2, 2025 ▶ 1:12:15 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
Insight
Reed: Public market exposure prevents VCs from losing valuation discipline
“It's hard to really lose your mind on things if you have the forcing function of the public markets, you know, around the corner every single day.”
Andrew Reed Mar 28, 2025 ▶ 10:12 Andrew Reed on Sequoia and How to Be a World-Class VC
Insight
Reed: Running executive searches together aligns investors and founders post-deal
“I think one thing I like to do pretty soon after leading an investment is do an executive search with the founder. I think it's like a very nice way to get from the opposite sides of the table when you're negotiating an investment. You know, the first thing yo…”
Andrew Reed Mar 28, 2025 ▶ 14:20 Andrew Reed on Sequoia and How to Be a World-Class VC
Insight
Reed: Effective board members act as emotional shock absorbers
“And then there's this concept that Roloff talks about a lot of being a shock absorber on the board, which is something that I really, really believe in. You know, when things are going well, many board members love to do the rah-rah cheerleading board meetings…”
Andrew Reed Mar 28, 2025 ▶ 14:48 Andrew Reed on Sequoia and How to Be a World-Class VC
Assertion Supported
Reed: Sequoia Made Single-Digit Millions on a 40x Return in Apple
“It was, in the single digit, I think it was, I think Sequoia made a 40 X on a 150 K. . Wow. So single digit million dollar gain”
Andrew Reed Mar 28, 2025 ▶ 18:29 Andrew Reed on Sequoia and How to Be a World-Class VC
Assertion Not checkable as stated
Reed: Doug Leone Made a $3B Gain on the Wiz Deal
“I think on Wednesday of last week was in the whiz deal was announced. And, you know, yet another three billion dollar gain for Doug Leone.”
Andrew Reed Mar 28, 2025 ▶ 1:25 Andrew Reed on Sequoia and How to Be a World-Class VC
Assertion Not checkable as stated
Reed: Many Sequoia investors start in their twenties and apprentice for years
“You know, if you look at a lot of it, a lot of the people at Sequoia started in the early twenties here and apprentice, you know, were nobodies for five, six years. And then all of a sudden people started recognizing them when they had, you know, amazing, amaz…”
Andrew Reed Mar 28, 2025 ▶ 24:56 Andrew Reed on Sequoia and How to Be a World-Class VC

The other half of the tape: Andrew Reed's own voice is left out of every number here. Other people bring the name up 13 times in 9 episodes on TBPN. every mention, with the transcript →

Who brings them up most John Coogan 4Shaun Maguire 1Jordi Hays 1

Every mention by year

tap a year for its mentions
004385202420252026episodesmentions
035202420252026episodes it came up in
001.32.52.55202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 5 mentions in 5 episodes 1 per episode
2024 7 mentions in 3 episodes 2 per episode

Appearances (2)

EpisodeDateSpeaking time
Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked Aug 2, 2025 7m
Andrew Reed on Sequoia and How to Be a World-Class VC Mar 28, 2025 19m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more