Co-leads Sequoia with Alfred Lin; grew growth investing practice since 2017; sponsored SpaceX and Anthropic investments; champions conviction-based decision making over consensus.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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.
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.