Partner at Sequoia Capital focusing on AI infrastructure, energy, and hardware investments; led investments in Form Energy (grid batteries) and Valar Atomics (nuclear); early investor in Hugging Face.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Sequoia has invested in Valar Atomics as a nuclear energy play, betting on deep IP and long-horizon hardware development similar to SpaceX's 24-year path to kinetic energy release.
Form Energy's iron-air battery technology uses ultra-cheap raw materials (iron and air) for grid-scale storage, has deep IP from 9 years of R&D led by ex-Tesla energy head Mateo Jaramillo, and just signed a major project with Google, positioning it to scale for AI-driven power demand.
Hugging Face's bottom-up developer adoption and massive community create enduring option value that justifies decacorn valuations, serving as a template for other AI infrastructure companies with similar dynamics.