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alfred lin

T3 · host / generalist

Became co-steward of Sequoia in November 2025 alongside Pat Grady; early investor in Airbnb, DoorDash, and advocate for Anthropic; emphasizes partnership culture and founder-timeframe investing.

1 call·1 name·100% bull·last heard 5 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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1sthigh conviction
$SPCXSpaceX

Sequoia calls SpaceX one of its biggest returns ever, driven by Sean Maguire's 10/10 conviction

Sequoia's SpaceX investment became one of the firm's greatest returns after Sean Maguire painted a pre-Starlink vision with maximum conviction and courage, overcoming initial partner skepticism at a $20B valuation.

Bloomberg Tech2026-08→

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$SPCX
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SpaceX
HIGHalfred lin·Bloomberg Tech·5 days ago
Sequoia calls SpaceX one of its biggest returns ever, driven by Sean Maguire's 10/10 conviction
Sequoia's SpaceX investment became one of the firm's greatest returns after Sean Maguire painted a pre-Starlink vision with maximum conviction and courage, overcoming initial partner skepticism at a $20B valuation.
"SPACEX IS ONE OF THE BIGGEST RETURNS THIS FIRM HAS SEEN ITS HISTORY. SEAN HAD CONVICTION, HE DID THE WORK AND PAINTED THE PICTURE. THIS IS PRE-STARLINK. SEAN PAINTED THE PICTURE O…"
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