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Venture Capital · Sequoia's conviction-based non-consensus model: only conviction matters, not voting or tenure
now playing · Venture Capital
Memory & Storagetailwindscore 9/10irving tan
HDDs remain 80% of cloud AI storage; compounding data drives 5-year demand visibility via LTAs
Western Digital sees virtually 5% annual exabyte demand growth from hyperscalers for five years, with long-term agreements locked through 2031; capacity scales via areal density (32TB→40TB)…
Frontier AI Modelstailwindscore 9/10pat grady
Sequoia takes franchise risk with $2.5B Anthropic bet after OpenAI exclusivity period
After being blocked from Anthropic by OpenAI investment, Sequoia built conviction via internal engineering validation and revenue growth, ultimately deploying maximum core-fund allocation (…
AI Infrastructuretailwindscore 8/10robert schiffman
Hyperscalers front-run AI capex via bond markets with unlimited balance sheet capacity
Alphabet and Amazon have raised $42.5B and $77B respectively since 2025; raters confirm $200B net capacity before notch pressure; bond demand is strong because AI spend is being monetized,…
AI Economics & Business Modelsmixedscore 8/10natalie
No macro productivity evidence yet despite AI capex boom; TFP flat while labor productivity rises
Labor productivity rose from 1.5% to 2.5% post-pandemic, but utilization-adjusted total factor productivity is essentially flat (-2.76% in Q1 2026), suggesting AI's productivity impact has…
Memory & Storagetailwindscore 8/10irving tan
HDD capacity scaling to 40TB+ with 5-year LTAs locks in AI storage demand
Western Digital's technology roadmap (32TB shipping, 40TB ramping to 50% of shipments) and long-term agreements through 2031 provide visibility into exabyte growth; HDDs remain 80% of cloud…
AI Economics & Business Modelsmixedscore 7/10natalie
No macro evidence yet that AI is meaningfully boosting total factor productivity
While labor productivity rose to 2.5% post-pandemic from 1.5% pre-pandemic, utilization-adjusted TFP remains essentially flat (-2.76% in Q1 2026), suggesting AI's productivity impact has no…
AI Coding Agentstailwindscore 7/10dylan field
Figma Agent targets code-to-design workflow as AI commoditizes code generation
As code becomes a commodity, Figma is building an agentic layer that brings code into the design canvas, enabling teams to work at a higher abstraction layer; CEO sees this as the key to ca…
AI Coding Agentstailwindscore 7/10dylan field
Figma bets AI agent captures design layer as code becomes commodity
Figma's CEO sees code generation commoditizing the build layer, making the design collaboration layer the durable differentiator; the Figma agent aims to own workflows from design to code,…
Venture Capitaltailwindscore 7/10alfred lin
Sequoia shifts to conviction-based, founder-timeframe investing with co-steward model
New co-stewards Alfred Lin and Pat Grady replaced Monday meetings with 7-day deal flow, empower partners to invest on founder timelines, and prioritize conviction over consensus — data show…
Venture Capitaltailwindscore 7/10pat grady
Sequoia's conviction-based non-consensus model: only conviction matters, not voting or tenure
Sequoia operates as a true partnership where influence flows to expertise not hierarchy; co-stewards enable partners to move at founder speed; 12 years of data show contentious investments…
Nuclear Energytailwindscore 7/10pat grady
Sequoia backs nuclear startup with $300M check led by physics PhD and Olympic nuclear expert
Sequoia partners Sean Maguire (physics PhD) and Liam (Harvard physics, Olympic gold, nuclear industry) convinced the partnership to invest $300M in a nuclear venture (Isaiah's company) desp…