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Sequoia Capital

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guests & speakers · 35

episodes · 31

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem
Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem7 insights
2026-08-04 · Chai 2 achieves 15% antibody binding rate vs 0.1% prior art
Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil
Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil1 insight
2026-07-29 · Core Automation founders bet on test-time learning architectures to replace transformers
Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself
Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself7 insights
2026-07-21 · GLM 5.2 matches frontier-minus-one performance at lower cost, driving rapid open-model to…
Kalshi's Tarek Mansour: Chaos by Design
Kalshi's Tarek Mansour: Chaos by Design5 insights
2026-07-09 · Kalshi wins CFTC lawsuit, captures 95% US election market share, growing at AI-company ra…
Inside Zipline's Autonomous System: 140M Miles, Zero Incidents
Inside Zipline's Autonomous System: 140M Miles, Zero Incidents6 insights
2026-07-07 · Zipline targets 1M deliveries/day after decade to reach first 1M, factory scaling for hyp…
Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis
Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis12 insights
2026-06-30 · Dylan Patel would buy SpaceX despite delayed orbital compute
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin1 insight
2026-06-24 · Engram founders bet continual learning via adapter training will replace RAG for enterpri…
Simulating Humans at Scale: Simile's Joon Sung Park
Simulating Humans at Scale: Simile's Joon Sung Park1 insight
2026-06-16 · Simile CEO articulates conviction to build CERN of human society via AI simulation
Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness
Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness2 insights
2026-06-11 · Google's anti-gravity agent harness becomes new through-line for all products, replacing…
NVIDIA's Jensen Huang on Building the Dynamo of the Intelligence Age
NVIDIA's Jensen Huang on Building the Dynamo of the Intelligence Age4 insights
2026-06-10 · Huang frames Nvidia as the dynamo powering a $20T intelligence economy
Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss
Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss1 insight
2026-06-02 · Listen Labs CEO outlines vertical AI moats in customer research
Neuralink's DJ Seo: Inside the Race to Connect Brains and AI
Neuralink's DJ Seo: Inside the Race to Connect Brains and AI1 insight
2026-05-28 · Neuralink's vertical integration and scale-first strategy enables inevitable BCI ramp
How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL
How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL3 insights
2026-05-26 · Cursor builds specialized foundation model Composer 2 for 10x cost advantage over general…
Notion’s Ivan Zhao: The Refounder
Notion’s Ivan Zhao: The Refounder7 insights
2026-05-21 · GPT-4 access triggered religious-experience refounding at Notion
Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch
Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch4 insights
2026-05-19 · AI-native ITSM platform automates workflows instantly via code generation
Suno's Mikey Shulman: Everyone Can Make Music Now
Suno's Mikey Shulman: Everyone Can Make Music Now4 insights
2026-05-13 · Suno CEO sees $300M revenue run rate, bets on creative entertainment over model moats
Twitter Ex-CEO Dick Costolo: The Operator's Case Against Founder Mode
Twitter Ex-CEO Dick Costolo: The Operator's Case Against Founder Mode2 insights
2026-05-07 · Costolo endorses Collison brothers as rare exceptional CEOs
Inside the Rise of Autonomous AI Hackers: XBOW's Oege de Moor
Inside the Rise of Autonomous AI Hackers: XBOW's Oege de Moor1 insight
2026-05-06 · XBOW's autonomous AI hacker finds critical Bing RCE, tops HackerOne leaderboard
Why the Brain Computes 1,000,000x More Efficiently Than A GPU: Unconventional AI's Naveen Rao
Why the Brain Computes 1,000,000x More Efficiently Than A GPU: Unconventional AI's Naveen Rao2 insights
2026-05-06 · Naveen Rao's Unconventional AI builds neuromorphic chip prototype in 6 months using dynam…
Starcloud's Philip Johnston: Why the Cheapest Compute Will Be in Space
Starcloud's Philip Johnston: Why the Cheapest Compute Will Be in Space3 insights
2026-05-06 · Star Cloud CEO argues space data centers will undercut terrestrial compute costs within a…
Why Data Is the Real AI Bottleneck: Flapping Airplanes' Ben and Asher Spector
Why Data Is the Real AI Bottleneck: Flapping Airplanes' Ben and Asher Spector1 insight
2026-05-06 · Flappy Airplanes founders argue data efficiency is the true AI bottleneck, not compute
AI That Designs Its Own Chips: Ricursive's Anna Goldie and Azalia Mirhoseini
AI That Designs Its Own Chips: Ricursive's Anna Goldie and Azalia Mirhoseini1 insight
2026-05-06 · AlphaChip creators launch Recursive Intelligence to close AI-chip recursive design loop
ElevenLabs' Mati Staniszewski: How Voice Becomes the Interface for AI
ElevenLabs' Mati Staniszewski: How Voice Becomes the Interface for AI5 insights
2026-05-06 · ElevenLabs builds full-stack audio AI with 400M+ ARR and 400-person team
Anthropic's Boris Cherny: Why Coding Is Solved, and What Comes Next
Anthropic's Boris Cherny: Why Coding Is Solved, and What Comes Next1 insight
2026-05-04 · Anthropic's Claude Code achieves 100% AI-written code, exponential growth with each model…
Robotics' End Game: Nvidia's Jim Fan
Robotics' End Game: Nvidia's Jim Fan5 insights
2026-04-30 · Nvidia building full-stack robotics platform following LLM playbook with compute flywheel
OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck
OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck1 insight
2026-04-30 · OpenAI president says compute constrained, demand unlimited, AGI 80% achieved
Demis Hassabis: We're Three Quarters of the Way to AGI
Demis Hassabis: We're Three Quarters of the Way to AGI1 insight
2026-04-29 · Hassabis: Isomorphic Labs aims to cut drug discovery from 10 years to months via AI
From SEO to Agent-Led Growth: Profound's James Cadwallader
From SEO to Agent-Led Growth: Profound's James Cadwallader1 insight
2026-04-14 · Profound CEO claims 12% Fortune 500 adoption for agent-led marketing platform
Jack Dorsey: Every Company Can Now Be a Mini-AGI
Jack Dorsey: Every Company Can Now Be a Mini-AGI1 insight
2026-04-02 · Dorsey restructures Block as AI-centered 'mini-AGI' after 40% layoffs
Oura’s Tom Hale: What People Don’t Tell You About Being CEO
Oura’s Tom Hale: What People Don’t Tell You About Being CEO2 insights
2026-03-26 · Oura CEO details subscription pivot driving best-in-class retention
How Autonomous Labs Will Transform Scientific Research: Ginkgo Bioworks’ Jason Kelly
How Autonomous Labs Will Transform Scientific Research: Ginkgo Bioworks’ Jason Kelly8 insights
2026-03-24 · Ginkgo pivots to autonomous labs: selling robotic systems and cloud lab services