About this episode
Today
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that ... Show More
1h 18m
Aug 18
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Micros ... Show More
1h 16m
Aug 11
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today. We discuss what ... Show More
1h 5m
Oct 2025
Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
<p>(0:00) Introducing Roelof Botha</p> <p>(1:08) Sequoia's Scout program and its best-performing funds ever</p> <p>(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies</p> <p>(9:01) Why Sequoia separated from its China business, how they ... Show More
27m 57s
Sep 2024
How Sequoia Capital’s Roelof Botha is forging the future
Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring businesses. Learn more about your ad choices. Visit megaphone.fm/adchoices
59m 57s
Oct 2020
20VC: Sequoia's Roelof Botha on His Biggest Lessons Working Alongside Don Valentine, Mike Moritz and Doug Leone, Leading Sequoia's US Business and What Sequoia Do To Retain Their Edge at the Top & The Crucible Moments That Define Startup Success
40m 42s
Sep 2021
20VC: Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity
49m 28s
Jul 2024
20VC: The Sequoia Investment Process | Investing Lessons from Doug Leone, Roelof Botha & Alfred Lin | Sequoia's Framework for Analysing Founders | The True Benefit of Having Sequoia on a Cap Table & Sequoia's Biggest Threat with Pat Grady
<p><!-- wp:paragraph --></p> <p>Pat Grady is one of the most successful growth investors of the last decade. As the Head of Sequoia's growth investing practice, Pat has invested in companies with a combined market cap exceeding $250BN. Among Pat's immense portfolio is Hubspot, Sn ... Show More
1h 8m
Jan 2022
20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures
44m 56s
Feb 2021
Responsible Innovation and Venture Capital
Hemant Taneja, a managing director at General Catalyst and the founder of the firm’s Silicon Valley operations, joins Scott to discuss the venture capital space, why he’s bullish on the healthcare sector, and why responsible innovation is more important than ever. Hemant also sha ... Show More
1h 3m
Apr 2025
S8E1: Roelof Botha Doesn’t Believe in “the Top”
<p>In a candid conversation with Kailash Sundaram, MBA ’25, Roelof Botha, MBA ’00 — leader of one of the most influential venture capital firms in the world — reflects on his journey from South Africa to Sequoia Capital. </p><p>From meeting his wife and partner Huifen Chan, ... Show More
1 h
Apr 2023
Ravi Gupta: The Realities of Success
One of the main jobs Ravi Gupta has as a partner at venture capital giant Sequoia Capital is to help founders see the difference between fantasy and reality. On this episode of The Knowledge Project, Gupta dives deep into a wide range of topics that will help you better understan ... Show More
1h 47m
Jan 2023
Investing in transformative tech: EQT Ventures’ long view
On today’s episode of McKinsey on Startups, we talk to Gautam Nadella, an operating partner at EQT Ventures in the Bay Area, where he drives M&A, fundraising, and partnership efforts within their portfolio of more than 100 companies. EQT invests in a wide range of companies in bo ... Show More
22m 49s
My guest today is Roelof Botha, a partner at one of the world’s oldest and most successful venture firms, Sequoia Capital. A few days ago before I sat down with Roelof, he announced Sequoia’s boldest innovation since the firm was founded by Don Valentine in the early 1970s. Going forward, the firm will break from the traditional VC mould of fund cycles and i ... Show More
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<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/dougleone">Doug Leone</a> is the Global Managing Partner @ <a href= "https://www.sequoiacap.com/">Sequoia Capital</a>, one of the world's most renowned and successful venture firms with a portfolio including the likes o ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/infoarbitrage">Roger Ehrenberg</a> is a Founding Partner @ <a href="https://www.iaventures.com/">IA Ventures</a>, one of the most successful seed funds of the last decade with $475 million across their four funds. Previ ... Show More
