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.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Sequoia invested $2.5B (maximum from core funds) in Anthropic after engineering team validation and revenue acceleration convinced them this is the defining AI shift; they passed on OpenAI earlier but gained conviction over time.
Sequoia replaced Monday meetings with anytime decision-making, awards influence to expertise not tenure, and uses a co-steward model where partners can propose investments any day — conviction, not consensus, drives outcomes.
Sequoia's SpaceX investment became one of its best ever because Sean Maguire had 10/10 conviction and courage pre-Starlink, painting a picture the partnership initially thought insane — proving conviction-driven process beats consensus.