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$TSM
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$ASML
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$LYFT
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$UBER
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$SNOW
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$META
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$ELEVENLABS
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$CURSOR
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$COGNITION
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$AAPL
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← newsroom
podcast
Sequoia Capital
host · unknown
episodes
31
mentions
101
tickers
63
net sentiment
80%
tickers discussed · 63
$NVDA
×9
$CHAI-DISCOVERY
×7
$NOTION
×6
$GOOGL
×5
$ZIPLINE
×5
$ANTHROPIC
×4
$OPENAI
×4
$SPCX
×3
$STRIPE
×2
$TSLA
×2
$ISOMORPHIC-LABS
×2
$CORE-AUTOMATION
+ 51 more
▾
▴
$ZHIPU
$FACTORY
$DASH
$POLYMARKET
$KALSHI
$CRWV
$CBRS
$TSM
$THINKING-MACHINES
$CRUSOE
$MSFT
$AMZN
$ENGRAM
$SIMILE
$WINDSURF
$MSBHF
$GEV
$SIEGY
$LISTEN-LABS
$NEURALINK
$CURSOR
$FIREWORKS-AI
$MOONSHOT-AI
$HUBS
$SERVAL
$NOW
$WMG
$SUNO
$SPOT
$NFLX
$XBOW
$FLAPPY-AIRPLANES
$RECURSIVE-INTELLIGENCE
$ELEVENLABS
$DTE
$ROO
$UNCONVENTIONAL-AI
$MASTERCLASS
$STARCLOUD
$JOLES
$SUNDAY
$PROFOUND
$SQ
$AAPL
$OURA
$MADRA
$ARC-INSTITUTE
$COLOSSAL-BIOSCIENCES
$ALPHACHIP
$DNA
$CHAI-BIO
guests & speakers · 35
matt
josh
rohan anil
matan grinberg
tarek mansour
brian halligan
keller
eric
dylan patel
dan biderman
joon sung park
logan kilpatrick
jensen huang
alfred wahlforss
dj seo
federico
dima
ivan zhao
jake stauch
mikey shulman
dick costolo
oege de moor
naveen rao
philip johnston
ben spector
anna goldie
mati staniszewski
boris cherny
jim fan
greg brockman
demis hassabis
james cadwallader
jack dorsey
tom hale
jason kelly
episodes · 31
Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem
7 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
1 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
7 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
5 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
6 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
12 insights
2026-06-30 ·
Dylan Patel would buy SpaceX despite delayed orbital compute
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
1 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
1 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
2 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
4 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
1 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
1 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
3 insights
2026-05-26 ·
Cursor builds specialized foundation model Composer 2 for 10x cost advantage over general…
Notion’s Ivan Zhao: The Refounder
7 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
4 insights
2026-05-19 ·
AI-native ITSM platform automates workflows instantly via code generation
Suno's Mikey Shulman: Everyone Can Make Music Now
4 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
2 insights
2026-05-07 ·
Costolo endorses Collison brothers as rare exceptional CEOs
Inside the Rise of Autonomous AI Hackers: XBOW's Oege de Moor
1 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
2 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
3 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
1 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
1 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
5 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
1 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
5 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
1 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
1 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
1 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
1 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
2 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
8 insights
2026-03-24 ·
Ginkgo pivots to autonomous labs: selling robotic systems and cloud lab services
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