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pat grady

T3 · host / generalist

Co-leads Sequoia with Alfred Lin; grew growth investing practice since 2017; sponsored SpaceX and Anthropic investments; champions conviction-based decision making over consensus.

3 calls·2 names·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

top calls

highest conviction · one per company
1sthigh conviction
$ANTHROPICAnthropicposition

Sequoia deploys $2.5B into Anthropic as 'shift of our lifetime', largest check from core funds

Sequoia built conviction over time via internal engineering team feedback on Anthropic's coding capabilities, ultimately investing $2.5B — the maximum from core committed capital — calling it the platform shift of a lifetime after missing earlier rounds.

Bloomberg Tech2026-08→
2ndhigh conviction
$SPCXSpaceXposition

Sequoia's SpaceX investment at $20B pre-Starlink became one of firm's best returns

Sean Maguire's 10/10 conviction and courage on SpaceX at $20B valuation pre-Starlink — despite partnership skepticism — exemplifies Sequoia's conviction-based investing; the position became one of the firm's greatest returns.

Bloomberg Tech2026-08→

most discussed · click a bar to filter

recurring themes

3 total
$ANTHROPIC
Anthropic
HIGHpat grady·Bloomberg Tech·5 days ago· position
Sequoia deploys $2.5B into Anthropic as 'shift of our lifetime', largest check from core funds
Sequoia built conviction over time via internal engineering team feedback on Anthropic's coding capabilities, ultimately investing $2.5B — the maximum from core committed capital — calling it the platform shift of a lifetime after missing earlier rounds.
"THE SIMPLE EXPLANATION FOR THE INVESTMENT IS THIS IS THE SHIFT OF OUR LIFETIME. IN A PERFECT WORLD WE WOULD HAVE BACKED ANTHROPIC YEARS AGO. WE DID NOT SO IT IS BEST TO COME IN NO…"
38:36
$SPCX
···
SpaceX
HIGHpat grady·Bloomberg Tech·5 days ago· position
Sequoia's SpaceX investment at $20B pre-Starlink became one of firm's best returns
Sean Maguire's 10/10 conviction and courage on SpaceX at $20B valuation pre-Starlink — despite partnership skepticism — exemplifies Sequoia's conviction-based investing; the position became one of the firm's greatest returns.
"A NEW EARLY STAGE INVESTOR SHOWS UP AND SAYS WE SHOULD INVEST IN A ROCKET COMPANY AT 20 BILLION BRADEN WE THOUGHT THAT WAS INSANE. BUT SEAN HAD CONVICTION, HE DID THE WORK AND PAI…"
32:09
$ANTHROPIC
Anthropic
HIGHpat grady·Bloomberg Tech·5 days ago· position
Sequoia deploys $2.5B into Anthropic as 'shift of our lifetime' franchise investment
After missing early rounds due to OpenAI conflict, Sequoia built conviction via internal engineering validation and revenue trajectory, ultimately investing $2.5B from core funds — the maximum comfortable allocation — viewing Anthropic's coding focus as the defining AI shift.
"THE SIMPLE EXPLANATION FOR THE INVESTMENT IS THIS IS THE SHIFT OF OUR LIFETIME. IN A PERFECT WORLD WE WOULD HAVE BACKED ANTHROPIC YEARS AGO. WE DID NOT SO IT IS BEST TO COME IN NO…"
37:36